The post Arthur Hayes Bold Bitcoin Statement As Gold and Nasdaq-100 Slip appeared on BitcoinEthereumNews.com.

Since the Middle East conflict began on February 28, longtime crypto observer Arthur Hayes noted on social media that Bitcoin has quietly outperformed traditional safe havens and major tech benchmarks. Hayes pointed to a roughly 7 percent gain in Bitcoin since the strikes began, compared with a 2 percent dip for gold and a modest 0.5 percent fall for the Nasdaq-100, a performance gap he argued was particularly stark given the energy-price shock rippling through markets. Markets have been jittery since the conflict escalated. Attacks on shipping and energy infrastructure in the Gulf and strikes inside Iran have lifted Brent crude above $100 a barrel at times this month, adding real-world stress to global supply chains and inflation expectations. Those energy moves have historically supported commodities like gold, but this episode has seen flows split in unusual ways as investors weigh immediate liquidity needs against longer-term hedging. Risk Assets Split After Gulf Tensions Bitcoin itself has been trading in a tight range above $69,000 this week, bouncing back from lows in the mid-$60,000s and printing intraday levels around $70,000 on Thursday as ETF inflows and renewed retail interest kept bids under the market. Several market monitors describe the current action as a consolidation phase. Momentum has returned after February’s wobble, but analysts caution the recovery lacks “the ingredients for a decisive bullish turn,” leaving room for whipsaws if macro data or the geopolitical situation changes. Gold, often the default hedge in times of conflict, has been surprisingly flat to soft. Spot bullion traded in the mid-$5,100s per ounce on Thursday, after a brief pop as investors digested the geopolitical headlines. Traders say a firmer dollar and rising Treasury yields have muted some of gold’s safe-haven appeal even as headline risk flares. It is a dynamic that helps explain why Bitcoin’s…

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Filed under: News - @ March 13, 2026 4:27 am