Marketplace All-in-One Why Bitcoin falls short as a safe haven in geopolitical turmoil
Mar 12, 2026
Gil Luria, head of technology research at D.A. Davidson and finance/tech analyst, explains why Bitcoin does not act like traditional safe havens. He contrasts Bitcoin's volatility and shady associations with gold's stability. He discusses Bitcoin's role as an alternative asset, its fixed supply and 24/7 liquidity, and scenarios where conflict or inflation might shift demand.
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Bitcoin's Reputation Blocks Safe Haven Status
- Bitcoin's reputation undermines its safe haven appeal during crises.
- Gil Luria notes Bitcoin's long history of volatility and association with criminal uses that make investors distrust it compared with gold.
How Bitcoin Moves Independently Of Markets
- Bitcoin behaves differently from traditional assets because it's traded 24/7 and has deep liquidity.
- Gil Luria highlights its fixed supply, global tradability, and constant liquidity as reasons it moves independently of markets.
War Can Shift Demand Toward Bitcoin As A Hedge
- Prolonged geopolitical conflict can push people toward assets like gold and Bitcoin if local assets weaken.
- Luria explains that stagnating economies and U.S. inflation could drive flows into Bitcoin as a dollar hedge.