"Crypto has held up well since the start of the war with Iran. Valuations could see a more meaningful recovery once macro risks recede, in our view."
"The shift has reduced the geopolitical risk premium that previously lifted futures markets. Meanwhile, digital assets have posted modest gains despite broader volatility."
"A prior selloff from October through early February reduced speculative positioning, enabling a gradual recovery marked by net inflows into spot crypto exchange-traded products."
Geopolitical shifts have reduced pressure on global markets, with crypto assets showing stability amid the Iran conflict. Energy markets have reversed recent surges, with oil prices dropping significantly. Grayscale notes that crypto valuations could recover as macro risks diminish. A potential ceasefire in Iran has lowered geopolitical risk premiums, allowing digital assets to gain modestly. Internal market dynamics and improving sentiment have supported this recovery, aided by reduced speculative positioning and inflows into crypto products. Legislative progress, such as the CLARITY Act, has also contributed positively to the sector.
Read at news.bitcoin.com
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