Bitcoin is starting to move independently from software stocks, and there are several interesting factors behind this movement. Geopolitical tensions in Iran seem to be beginning to influence capital flows into digital assets, while AI dynamics continue to change how investors view the market.

What’s interesting is how Bitcoin is now showing a different pattern than before. Many used to think Bitcoin would be closely correlated with tech stocks, especially software companies. But now we see a significant divergence.

Geopolitics is playing a bigger role than we thought. With the tense situation in Iran, institutional investors are beginning to see crypto as an alternative hedge, not just a speculative asset. This changes the fundamental demand for Bitcoin.

At the same time, the wave of AI is also revolutionizing how people think about valuation. Some crypto projects focused on AI infrastructure are starting to attract serious attention, including more niche ones like Notcoin, which is exploring new use cases in gaming and AI spaces.

I believe this is an important moment to understand that Bitcoin and crypto in general can no longer be predicted solely by looking at the traditional stock market. New dynamics are forming, and if you’re active on Gate or other platforms, it’s worth starting to track these movements more closely.