Surge Hits 76,000. After US-Iran Conflict Erupts, Holding BTC More Profitable Than US Stocks, Gold

TradingKey - Optimism over US-Iran negotiations continues as Bitcoin prices surge to $76,000, significantly outperforming US stocks and precious metals.

On April 15, optimistic expectations for renewed negotiations between the US and Iran continued to boost bullish market sentiment, pushing Bitcoin ( BTC) prices to briefly break through $76,000, hitting a new high since February this year. Currently, the Bitcoin price has retraced slightly, trading at $73,920.

Bitcoin price chart, Source: TradingView

Since the outbreak of the US-Iran conflict at the end of February this year, Bitcoin prices rebounded quickly after a brief decline, bouncing back from a low near $63,000 to twice test the $76,000 level, a cumulative gain of 15%—far outperforming the three major US stock indices and precious metals. During the same period, the S&P 500 rose 1.25%, the Nasdaq rose 5.9%, and the Dow Jones fell 0.75%; spot gold ( XAUUSD) prices fell 10%, while spot silver ( XAGUSD) prices plummeted 15%.

In the past, Bitcoin was often categorized as a high-risk growth stock. However, during this geopolitical crisis in 2026, Bitcoin demonstrated safe-haven efficacy surpassing that of physical gold. Compared to gold, Bitcoin offers higher liquidity and zero transportation costs, becoming an 'instant sanctuary' for global capital to evade fiat currency devaluation during periods of political instability.

As US stocks fluctuated on supply chain concerns and gold was restricted by central bank reserve adjustments, Bitcoin exhibited strong anti-fragility. This indicates that Bitcoin has gradually transitioned from a risk asset to a macro hedging asset, and its pricing logic is no longer purely correlated with Nasdaq volatility. It also demonstrates that 2026 is the year of deep adoption for spot Bitcoin ETFs. Behind this 15% increase, institutional investors, rather than withdrawing capital during the conflict, have instead treated BTC as a 'hard asset' for balancing risk within their portfolios.

As expectations for the US-Iran negotiations heat up today (April 15), the market sits at a delicate crossroads. If the negotiations yield a substantive breakthrough, global risk appetite will see a further recovery, and Bitcoin may use this momentum to challenge the psychological $80,000 mark. Should the details of the negotiations fall short of expectations, BTC could pull back to $70,000 to find support.

The most critical factor to watch next is a shift in monetary policy, as the market anticipates the Federal Reserve (Fed) may slow its tightening pace due to wartime economic pressures. As long as global liquidity expectations increase, Bitcoin—acting as a 'liquidity sensor'—will see its ceiling continue to rise, with the potential to challenge the $100,000 milestone.