Bitcoin has experienced a notable surge as geopolitical tensions between the U.S. and Iran influence global capital flows. The cryptocurrency is regaining its status as an "escape asset," although the current rise is primarily driven by liquidity rather than long-term investor conviction. Simultaneously, the repricing of oil, shipping, and global supply chains is occurring, with AI infrastructure and agent payments emerging as undervalued sectors. This development suggests that Bitcoin's rally may not be a temporary spike but could signal the beginning of a broader structural shift in the market.