What does the U.S.-Iran conflict mean for Digital Assets?

Spotlight

The digital asset market sustained its upward trajectory last week, building solidly on the positive start to the quarter. Bitcoin successfully cleared the $64,000 resistance level, briefly touching $66,500 before consolidating, while Ethereum maintained its leadership role with a strong foundation that was built. The primary catalysts shifted from regulatory anticipation to tangible market action, as net inflows into Spot-ETFs accelerated significantly, driven by institutional rebalancing. Furthermore, legal clarity in the U.S. advanced as the SEC finalized its streamlined compliance guidelines under the upcoming Clarity Act, removing a layer of persistent fog for institutional investors.
Simultaneously, gold & stocks, testing new highs as macroeconomic hedging remained top of mind. The anticipated capital rotation from mega-cap AI stocks into broader "risk-on" assets gathered visible steam; as tech heavyweights experienced a second consecutive week of healthy profit-taking, crypto assets and small-cap equities became the primary beneficiaries of this fresh liquidity injection.