Capital is quietly rotating. As US-Iran tensions cool, defensive assets are losing their grip, and risk-on flows are waking up. Gold has dropped sharply in recent sessions. Bitcoin and crypto are bouncing back. This is not a random technical rebound. It is a direct response to a de-escalating geopolitical premium. When war fears peaked, oil spiked, gold absorbed safe-haven inflows, and crypto was dumped on sentiment. Now the script is flipping. $BTC has proven hypersensitive to Iran headlines. Every time ceasefire signals or positive negotiation updates emerge, risk appetite returns fast. BTC tends to rip higher. The key level to watch now is the 100K psychological zone. If geopolitical calm holds, four structural forces could push BTC toward that mark in the medium term: steady ETF inflows, institutional accumulation returning, oil-driven inflation cooling, and more room for the Fed to ease. Some market analysts are already penciling in a 95K–120K range for the next cycle, assuming no major shock. Gold is beginning to lose its edge. When war fear fades, capital rotates out of safe havens and into growth assets. That is exactly what is happening now. Still, the market remains hyper-sensitive. One hard statement from either side could reverse everything. Oil would spike again, and crypto would face renewed selling pressure. BTC is positioned between two paths: a strong recovery toward 100K, or continued volatility driven by global headlines. In this phase, sentiment matters as much as charts. Personal analysis only. NFA. DYOR. #IranDealOilCrashBTCRip $BTC $ETH