🧵 Two weeks into Operation Epic Fury — and Bitcoin is up 13% while the S&P is down 3.7%. The old playbook is breaking down. Here’s what we think comes next. Our latest research maps out 3 macro scenarios for Bitcoin in the aftermath of the biggest geopolitical oil shock in decades: 🟢 The Pivot — a quick resolution. Bitcoin rallies on narrative shift. ⚪ The Friction — 3-6 months of gray zone. Quiet accumulation builds. 🔴 The Systemic Reset — full escalation. Bitcoin becomes a necessity. The real question isn’t whether this shock hurts Bitcoin short-term. It’s whether it accelerates the long-term shift toward politically neutral financial infrastructure.(Ξliézer Ndinga)