The market is indifferent to the war. The only concern is energy and oil. As long as the Strait of Hormuz remains closed and energy infrastructure issues persist, uncertainty will continue. But once these issues are resolved—whether due to Iran losing its weapons or reaching an agreement—the market will rise. Meanwhile, capital doesn't know where to go. Tech stocks are in a critical zone, and gold is performing unusually well. Bitcoin is performing better than almost all other assets. Capital is flowing in a certain direction. Currently, that direction is Bitcoin.