Bitcoin ETFs posted their largest single-day inflow since late February as investors positioned ahead of President Trump's Tuesday-night deadline on Iran.
“Institutional positioning right now looks more like measured accumulation than a binary bet on geopolitics,” Wenny Cai, Founder and CEO of decentralized derivatives exchange SynFutures, told Decrypt.
This move from institutional investors shows that they’re stepping back in, but through “structured allocation rather than chasing a near-term resolution of the Middle East conflict,” Cai explained.
The flows follow a flurry of diplomatic activity in the U.S.-Iran conflict.
BREAKING: Iran has delivered its highly anticipated "10-point" response to the US' "15-point peace plan."
Iran's 10-point plan includes:
1. Guarantee that Iran will not be attacked again2. Permanent end to the war, not just a ceasefire3. End to Israeli strikes in Lebanon4.…
As a result, oil prices have extended gains to $115.50 per barrel, up 110% since December 2025 lows as the reopening of the Strait of Hormuz—a key variable—remains shrouded in uncertainty.
“If tensions ease, Bitcoin could be one of the first assets to reprice higher, but a sustained bull run will still depend more on global liquidity than geopolitics alone,” Cai said.
However, Bitcoin’s resilience since the war began on February 29 underscores a shift in its narrative. That, combined with steady ETF demand and macro hedging, could keep Bitcoin supported near current levels, with $70,000 acting more as a test zone than a firm floor, Cai said, tempering optimistic expectations.
