Markets
What to know:
- Macro strategist Mark Connors claims a drawn-out U.S.-Iran scuffle could pump bitcoin like a frat house keg party, as war spending floods the system with dollars no one really wants.
- With U.S. debt ballooning faster than your uncle’s “authentic” BBQ ribs, investors might flee to shinier toys like bitcoin.
- The Fed juggling Treasury markets while borrowing like a kid on a shopping spree might just create the perfect storm for cryptocurrency gains.
Bitcoin could get a little ego boost if the U.S.-Iran conflict drags on, thanks to government spending, rising debt, and interest rates so low they’d make a limbo champion proud. That’s the thesis from macro strategist Mark Connors, who seems to have a fondness for chaos and digital coins.
“Wars are expensive, like buying a new wardrobe after every emotional crisis,” Connors said. To pay for it, the government prints more dollars, effectively making each existing one feel like it’s on clearance. This usually perks up alternative assets, including our friend bitcoin.
“Liquidity drives bitcoin,” Connors added, sounding like someone who should also be selling life advice on Instagram. He predicts that prolonged conflict equals more spending, which equals more bitcoin cheerleading.
The U.S. debt has been climbing faster than a toddler on sugar since mid-2025, rising at roughly 14% annually. Connors warns that if it keeps up, it’s essentially debasement, which is finance-speak for “your money is losing its charm.”
Bitcoin seems to have caught the memo. Since the first U.S. strike on Iran, the cryptocurrency’s mood has improved by 3.6%, like a teenager getting extra Wi-Fi hours.
Yes, higher oil prices could spike inflation, but Connors insists even slow-growth, high-price scenarios might be bitcoin’s jam. Policymakers would likely prioritize keeping the financial circus running over anything as mundane as fighting inflation.
The Fed, he notes, has a secret superpower: keeping Treasury markets from imploding. No one wants a repeat of the 2019 repo panic or 2023’s regional bank melodrama.
Lower interest rates plus rising debt equals more liquidity, which is basically a bitcoin-friendly cocktail. Connors sounds cautiously optimistic, like a cat perched near a bathtub. “When rates go lower and debt keeps rising, that’s the backdrop where bitcoin tends to perform well,” he says.
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2026-03-09 19:22