The Wolf Of All Streets Missiles Fly. Bitcoin Holds. Safe Haven Arc? #CryptoTownHall
Mar 2, 2026
Carlo, a crypto market structure and stablecoin commentator, and Dave Weisberger, a macro-focused crypto analyst, unpack markets amid the Iran conflict. They discuss Bitcoin holding up amid geopolitical shocks. They debate stablecoin regulation, tokenized assets and Treasuries, plus AI agents, agentic wallets and blockchain tools to combat misinformation.
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Bitcoin Resilience During Iran Escalation
- Bitcoin shrugged off initial war uncertainty, falling only briefly and then recovering as missile strikes clarified the situation.
- Dave Weisberger and Scott Melker noted markets often rally once conflict becomes certain, with Bitcoin up ~4.5% in an hour and testing higher levels.
Bitcoin As Digital Gold Hedge
- Bitcoin may increasingly act as 'digital gold' amid expected aggressive money printing and rising geopolitical risk.
- Carlo and others argued Bitcoin's price stability over the weekend signals growing hedge demand against macro liquidity expansion.
Silver's Underperformance Signals Risk Asset Behavior
- Silver underperformed gold and behaved like a risk asset, signaling Bitcoin may still trade with risk-on dynamics.
- Dave noted silver was down ~3.5% while gold rose, implying divergent risk asset flows influencing crypto correlations.