What might happen to gold, Bitcoin, US stocks, and oil if the US does not attack Iran?


The entire internet is speculating about an attack on Iran and asset trend scenarios. Today, we reverse-engineer this: if the US does not attack Iran,
Will gold fall?
Will US stocks rise?
Will Bitcoin rebound?
Will oil plummet?
This question appears to be about war on the surface, but the true answer has long been written in the charts.
Not in the news, but in the long-term structure of gold, US stocks, Bitcoin, and oil.
1. Gold: Short-term may fluctuate, but the trend will not end because of this
If you extend the timeline of gold to 30 years,
you will see a clear structure:
1990–2000 Gold hardly moved
2000–2011 Gold experienced its first super bull market
2011–2018 Entered a 7-year long consolidation
2019–2023 Restarted
And the truly critical period: 2024–2026, gold enters an acceleration phase.
This is driven mainly by monetary factors, not purely by war risk aversion.
Not a slow rise, but a sudden steepening of slope—an extremely important signal.
Because: risk aversion markets are usually short-lived, pulse-like surges followed by declines.
But gold’s current rise is continuous, structural, and trend-driven.
This means: if the US does not attack Iran, gold may experience short-term volatility or even retracement as risk sentiment wanes.
But: it will not automatically enter a bearish trend due to war easing. Because gold’s true driving force is not war, but currency.
War at most influences the pace, not the direction.
2. US stocks: Short-term positive, but unlikely to generate a new bull market on its own
Looking at the complete history of Nasdaq, you find:
1990–2000 Internet bubble
2000–2013 Long-term recovery
2013–present Continuous rise
And in recent years: 2023–2026 almost straight upward.
This structure indicates that US stocks are already in a high-level structural phase.
This means: if the US does not attack Iran, risk decreases in the short term, and US stocks may rise or stay strong. But: this alone will not create a new bull trend.
What truly determines the future of US stocks remains earnings and liquidity, not war.
War is just an accelerator, not an engine.
3. Bitcoin: More like a risk asset than a stable safe haven
Many call Bitcoin “digital gold,” but structurally, it resembles a high-volatility risk asset. Rising, crashing, rising again, crashing again—cyclically.
This means: if the US does not attack Iran, market risk appetite may recover, and Bitcoin could short-term rebound or continue its consolidation.
But: the real driver of Bitcoin’s trend remains liquidity, not war.
4. Oil: Most directly affected by war, but mainly influenced by short-term premiums
Oil is one of the most sensitive assets to war.
Historically: whenever war risk rises, oil prices tend to spike short-term.
But: when war does not occur or risks are alleviated, oil prices often fall back or revert to their original trend.
This means: if the US does not attack Iran, the most likely scenario for oil is a weakening of safe-haven premiums, leading to price declines or consolidation.
However, the long-term trend is still determined by supply-demand structures and economic cycles, not war itself.
5. The core conclusion: Most wars change volatility, but long-term trends are mainly driven by currency
Many believe: war will decide everything.
But history repeatedly proves: most wars only impact short-term fluctuations.
And the long-term trend is still primarily determined by currency, liquidity, interest rates, and credit structures—not war itself.
What truly determines the direction of gold, US stocks, Bitcoin, and oil is not war itself, but whether, during wartime, currency is expanding or contracting.
6. Final reverse-engineering conclusion: if the US does not attack Iran
Short-term: Gold—may fluctuate or retrace
US stocks—may rise or stay strong
Bitcoin—may rebound or continue consolidating
Oil—may decline or enter consolidation
Long-term: Gold’s trend will not end because of this
US stocks’ trend will not generate a new trend on its own
Bitcoin’s trend still depends on liquidity
Oil’s trend still depends on supply-demand structures
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