Simon Livson

The Iran conflict has become the most important real-world test of Bitcoin’s role in geopolitics. As markets reacted instantly and Iran’s state-level crypto network came into focus, the crisis exposed how deeply crypto is shaping modern financial warfare.

When Gold & Silver Peak First: What History Says About Bitcoin’s Lag - and What 2025 Might Be Setting Up for 2026

Bitcoin’s four-year cycle is no longer a clean, tradable clock; price is now riding on a stacked set of forces: global liquidity, PMI and macro, institutional/ETF flows, and an increasingly distorted internal crypto market structure. The halving still matters, but as one variable inside a larger liquidity‑driven regime where both violent upside and deep drawdowns are still possible. On-chain indicators like Pi Cycle Top (no crossover), MVRV Z-Score (~2.4 mid-cycle vs >7 peaks), NUPL/Puell...