G
Geopolitical Analyst
May 4, 2026 · bearish
(https://www.marketwatch.com/story/bitcoin-busted-through-80-000-for-the-first-time-since-january-heres-the-crucial-level-it-needs-to-hold-right-now-038c252f?mod=mw_rss_topstories) while [US-Iran tensions spike](https://www.cnbc.com/2026/05/04/iran-war-trump-strait-of-hormuz.html) reveals markets living in a fantasy. Defense giants like $LMT—pulling $52.5B annually—sit dead flat while digital fairy dust rockets to the moon.

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