NEW REPORT: The Iran War is a Strategic Bitcoin reserve Battle, Here's How | EP 1483

A deep dive into Bitcoin’s geopolitical shift, rapid institutional adoption, and the brewing state vs. self-custody clash—what holders and builders must watch now.

Key Takeaways

Geopolitics reshapes mining: Iran’s hash rate plunged ~70%, U.S. holds ~37% of global hash power; regional shocks redistribute mining and trigger state competition for hash rate and capital.
State power vs. money: Politicians push CBDCs and control of banking rails; expect legal pressure on self-custody, enforcement escalations, and potential “Operation Choke Point” style actions.
Wall Street momentum: ETFs drove institutional entry—BlackRock and Morgan Stanley posted top ETF launches; Goldman announced a Bitcoin product and new income/return ETFs are emerging.
Paper-Bitcoin risk: Larry Lepard warns paper instruments suppress price, amplify volatility, and can trigger rapid runs; prioritize self-custody and scrutinize counterparty exposure.
Conference leverage: Bitcoin 2026 (Las Vegas) is framed as prime bear-market hiring, networking, and policy advocacy—regulators and major execs will attend, creating engagement opportunities.
Actionable posture: Attend industry events, strengthen self-custody, monitor regulatory shifts, evaluate custodied vs. noncustodial exposures, and prepare for accelerated institutional adoption.

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