Coin Stories with Natalie Brunell News Block: Bitcoin Wins the War Trade, Private Credit Collapses, Strategy's STRC Just Became the Most Liquid Preferred Stock on the Market
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Mar 16, 2026 Market drama: Bitcoin briefly sold off after Iran strikes then surged to outperform gold and stocks. A new preferred stock, STRC, saw record trading and now funnels billions into Bitcoin purchases. The private credit sector is facing withdrawals and markdowns, highlighting liquidity and transparency differences with digital credit mechanisms.
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Bitcoin's Real Time Safe Haven Performance
- Bitcoin outperformed gold, stocks, and bonds during the U.S.-Israel-Iran strikes despite an initial sell-off that removed about $50 billion in market value.
- River's 60-day study shows Bitcoin returned ~18% on average after major 2020+ geopolitical events versus ~3% for the S&P 500 and ~4% for gold, indicating resiliency.
24/7 Trading Makes Bitcoin The First To Sell Then Rebound
- Because Bitcoin trades 24/7 it often sells off first during crises but then rebounds as investors reassess its censorship-resistant, non-printable qualities.
- Natalie argues these properties make Bitcoin a practical store of value when inflation and capital controls rise.
Druckenmiller Called Bitcoin A Solution Looking For A Problem
- Natalie references Stanley Druckenmiller calling Bitcoin "a solution looking for a problem" from a recent interview.
- She notes Druckenmiller often revises opinions and suggests continued stress tests could change his view.
