In today’s briefing:
- $316 Billion Is Waiting. What Is It Waiting For?
$316 Billion Is Waiting. What Is It Waiting For?
- The Iran war entered its second month with no off-ramp in sight.
- A brief Trump-announced five-day pause on strikes against Iranian power plants on March 23 sent Bitcoin surging from $67,500 to above $71,200 in under an hour, triggering $415 million in crypto liquidations, before Iran denied any direct communication with the White House and prices reversed.
- Bitcoin closed Q1 2026 near $66,528, down roughly 47% from its all-time high of $126,198 set in October 2025.

