Didier: The most optimistic under war is the US stock market, and the biggest beneficiary is Bitcoin On March 17, 2026, frontier tech investor Didier shared in WuTalk Space that the US stock market is pricing in an overly optimistic expectation for a quick resolution to the current conflict, suggesting buying put options as a hedge. He believes the geopolitical crisis highlights Bitcoin's portability as a 'lifeboat asset,' directly reversing its short-term trend and driving a recovery in the BTC-to-gold ratio. Meanwhile, MicroStrategy's new model of issuing perpetual bonds to buy Bitcoin, combined with ETF net inflows and on-chain whale accumulation, has collectively positioned the crypto market as the biggest winner in this crisis.