Whale's Insight: BTC Outperforms Gold In Wartime, AI Tokens Lead Q1 Rotation

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Skip to contentHome page Seeking Alpha - Power to InvestorsApr 12, 2026, 12:30 AM ETBitcoin USD (BTC-USD) CryptoSOL-USD, GBTC, BTG-USD, BCH-USD, BCHG, OBTC, XBTC, BITO, BTGD, BITW, BTCBloFin Research214 FollowersCommentsBTC is up 1.5% since the Iran conflict began, outperforming other major assets over the same period.Within crypto, AI tokens outperformed all other sectors in Q1, led by TAO, RNDR, and FET.BTC and ETH perpetual futures OI each surged over $2B within 24 hours of the ceasefire, confirming the rally was driven by new long positions, not short squeezes.Speculative capital has rotated into the Solana ecosystem during BTC's range-bound phase, with SOL retail long/short ratios reaching 2.18–2.42 and Circle minting $3.25B USDC on Solana in one week.Vertigo3d/E+ via Getty ImagesBTC is up 1.5% since the Iran conflict began, outperforming equities, gold, and bonds over the same period. Within crypto, AI tokens were the strongest sector in Q1 with TAO surging 125% from its Feb low. The ceasefire rally was fueled by newThis article was written byBloFin Research214 FollowersBloFin Research focuses on crypto research and analysis, dedicated to providing institutional-grade insights into the digital asset market. Our work covers major crypto assets, market trends from a macroeconomic perspective, and industry-wide studies on key developments shaping the digital asset ecosystem.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.