ConflictCapital

Free war economy intelligence for investors. Gold. Oil. Bitcoin. Defence stocks. Daily briefings. Track the War Economy Score live.

[Financial Times @FT]

Israel steps up attacks on Hamas and Hizbollah https://t.co/vOVq5CQcN7

[ConflictCapital @ConCapHQ]

@SkyNews Totally normal Friday night in the Middle East.

[ConflictCapital @ConCapHQ]

@financialjuice “Battle for political survival” doing a lot of work in that sentence. Arms stocks don’t care about the reason.

[ConflictCapital @ConCapHQ]

Bitcoin up 2.9% today. Gold down. BTC follows the Nasdaq. Gold follows real rates. Those two forces split this week and the gap is widening. Know which one you’re actually holding.

#Bitcoin #Gold

[ConflictCapital @ConCapHQ]

Gold dropped to $4,618 while inflation hit 3.8%. That’s not broken logic. That’s the market telling you rate risk now beats geopolitical fear. Non-yielding assets lose when hikes are back on the table

#Gold #Inflation

[ConflictCapital @ConCapHQ]

Oil holds above $102. Hormuz moved 154 vessels in March. Pre-war it moved 3,000. Nothing has structurally changed. As long as shipping stays broken, inflation stays sticky and rate cuts stay dead. War economy score 29

#OilPrice #Iran

[ConflictCapital @ConCapHQ]

Iran war is doing what wars always do. Oil at $107. Inflation at 3.8%. Fed now pricing in a rate hike. Gold at $4,680. Bitcoin climbing back to $81k. War doesn’t crash wealth — it moves it.

#Gold #Bitcoin #Iran

[ConflictCapital @ConCapHQ]

@zerohedge B is for Beijing, Bitcoin, Black Gold, Buck and…

Begging

[ConflictCapital @ConCapHQ]

@Skorz1more @Sharfowein @FT “Americans struggle to separate what actually improves their lives from names they’ve decided to hate. That’s a dangerous way to think.”

[ConflictCapital @ConCapHQ]

Geopolitics = understanding why countries compete (geography, resources, power).

Diplomacy = managing those rivalries through negotiation and dialogue.

One is analysis, the other is action.​​​​​​​​​​​​​​​​

What the hell is wrong with Americans nowadays you are an attorney should be educated and don’t know the difference between geopolitics and diplomacy

[ConflictCapital @ConCapHQ]

@wrexweed @Sharfowein @FT Well if pointing out that the deal saves American taxpayers money, I guess I’m a Russian agent

[ConflictCapital @ConCapHQ]

@SheilaGirl70 @wrexweed @Sharfowein @FT https://t.co/oYtwwEKlsR You might learn something

[ConflictCapital @ConCapHQ]

@zerohedge Xi wants Hormuz open and won’t arm Iran. That’s the most important sentence of 2026. Oil is about to move.

[ConflictCapital @ConCapHQ]

@financialjuice Now it wants a non aggression pact with them. That’s not diplomacy.
That’s damage control.

[ConflictCapital @ConCapHQ]

@DeItaone More ships. More of them invisible. That’s not recovery. That’s the black market version of Hormuz opening.

[ConflictCapital @ConCapHQ]

WHAT TO WATCH TODAY.

Trump meets Xi in Beijing any failure on trade hits equities hard. Hormuz shipping volume if it drops below 30 vessels oil retests $105. Bitcoin at $77,600 a break below confirms crypto is risk off not safe haven. This is the most important 48 hours of the year.

#Trump #Bitcoin #Oil

[ConflictCapital @ConCapHQ]

WHAT TO WATCH TODAY.

Trump meets Xi in Beijing any failure on trade hits equities hard. Hormuz shipping volume if it drops below 30 vessels oil retests $105. Bitcoin at $77,600 a break below confirms crypto is risk off not safe haven. This is the most important 48 hours of the year.

#Trump #Bitcoin #Oil

[ConflictCapital @ConCapHQ]

Xi walked Trump through the Great Hall of the People today. Friendly handshakes. Warm words. Meanwhile Brent is at $106, Hormuz is still largely blocked and the IEA says the market stays undersupplied until October. Smiles don’t move oil

#Trump #china #Iran #Oil

[ConflictCapital @ConCapHQ]

@zerohedge “Do what they can” is the most diplomatic way of saying we have absolutely no idea if China will help.