PANews reported on March 3 that Gate Research recently released a report titled "Bitcoin, Crude Oil, and Gold Trends and Investment Opportunities Amid the US-Iran Conflict," which points out that following the joint US-Israeli airstrikes on Iran, international financial markets experienced significant volatility on Monday: gold and crude oil opened sharply higher, global stock markets generally opened lower, and Bitcoin volatility increased significantly. The report argues that the core transmission channel of the Iranian crisis to the global economy lies in the energy shock.

Market forecasts suggest that the probability of a full-scale war remains low, but the risk of restricted shipping in the Strait of Hormuz cannot be ignored, constituting a key variable in the short-to-medium-term price dynamics of Bitcoin. If the situation ultimately leads to compromise or a temporary easing, commodity prices may experience a significant correction; conversely, if the conflict escalates and affects energy transportation hubs, gold and crude oil prices still face the risk of further upward movement.

From a strategic framework perspective, the market is likely to follow a "risk aversion first, then recovery" path in the short term. With the increasing frequency and intensity of global geopolitical conflicts, gold and crude oil, possessing both inflation-hedging and geopolitical risk-hedging attributes, remain valuable as core holding assets for medium- to long-term allocation, based on a strategic asset allocation perspective.