Dòng chảy vốn vào ETF Bitcoin, sau xung đột Mỹ-Iran, BTC thay thế vàng trở thành tài sản trú ẩn?

Bitcoin spot ETF continues to show net inflows after US-Iran conflict. Bloomberg analyst Eric Balchunas posted that the outflows since the beginning of the year have almost been offset! He also pointed out an interesting phenomenon: since the Iran attack and escalating geopolitical concerns, Bitcoin has risen 12%, while gold has actually fallen. Does this mean gold as a safe-haven asset has become ineffective, and Bitcoin is the opposite?

Funds continue to flow into Bitcoin ETF, outflows nearly recovered

Bitcoin spot ETF has continued to show net inflows after the US-Iran conflict. According to the latest statistics from SoSoValue, recent fund flows are as follows:

3/2: +$458 million

3/3: +$225 million

3/4: +$462 million

Bloomberg analyst Eric Balchunas posted that the outflows since the beginning of the year have almost been offset!

I don’t actually think this btw, just trying to point out the problem with making these types of damning judgements of an asset based on a short term window of price action. Gold has my respect as asset as does bitcoin. Bitcoin’s surge may have little to do w geopolitics but…

— Eric Balchunas (@EricBalchunas) March 5, 2026

Note: According to SoSoValue data, outflows in January were $1.61 billion, in February $200 million, and by March, inflows have reached $1.15 billion, leaving about $660 million still needing to be offset.

After US-Iran conflict, gold falls, Bitcoin rises 12%

Balchunas pointed out an interesting phenomenon: since the Iran attack and escalating geopolitical concerns, Bitcoin has risen 12%, while gold has fallen. Does this mean gold as a safe-haven asset has become ineffective, and Bitcoin is the opposite?

However, Balchunas later denied this view. He just wanted to point out that making such hasty judgments about assets based on short-term price movements is biased. Balchunas emphasized that he respects both gold and Bitcoin. Bitcoin’s surge may have little to do with geopolitics but rather because the shadow of the Jane Street event is gradually dissipating, and market sentiment is changing accordingly. As for those selling gold, they might just be taking profits, while some may be waiting for the next Bitcoin rally.

(Jane Street selling pressure disappears? Can Bitcoin continue to rebound?)

This article about fund inflows into Bitcoin ETF, US-Iran conflict, and whether BTC has replaced gold as a safe-haven asset first appeared on Chain News ABMedia.