Oil: Any threat to the Strait of Hormuz instantly raises prices because 20% of global oil trade passes through there. Continued war means prices above $90–100 per barrel easily.
Gold: the first safe haven, attracting investors during times of tension. Every new strike pushes it higher; we might see levels of $2300–2400 per ounce.
Dollar (DXY): benefits from being a safe haven, but if the war disrupts the U.S. economy or raises inflation excessively, we might see double pressure on it.
₿ Crypto (Bitcoin, Ethereum, Solana)
Bitcoin: Works as "digital gold," attracting inflows during crises. Continued war could push it above 70,000, especially if investors lose confidence in traditional markets.
Ethereum: Benefits from the same inflows but has an additional advantage in decentralized applications. We might see it above 4,000 with ongoing tension.
Solana: Fast and cheap, attracting speculators looking for quick profits during chaos. Any general upward wave in crypto will make it double faster than the big players.
🌱 Emerging currencies that may attract speculation
Aptos (APT)$ and Sui (SUI): New projects in blockchain, attracting speculators during crises because their prices are still low.
Arbitrum (ARB) and Optimism (OP): Layer two solutions for Ethereum, could benefit from increased activity on the network.
Toncoin (TON): Supported by Telegram, it has a massive user base, making it attractive for speculators.
🎯 The most likely scenario
Continued war and regional escalation → Rising oil, gold, and dollar.
Crypto: Bitcoin and Ethereum as safe havens, Solana and emerging currencies as quick speculations.
Opportunity: Entering startups during sudden inflows, while keeping part of the portfolio in Bitcoin as a safe asset.