The Israel-Iran conflict is not merely a risk event but a geopolitical mechanism that legitimizes U.S.-led global reordering and liquidity expansion. The Hormuz Strait crisis elevates U.S. shale, LNG, defense, AI, and automation as strategic assets. Bitcoin and Ethereum gain renewed attention as capital flight and liquidity increase. With high oil prices, a strong dollar, and expanding liquidity, the market enters an “American-style anomalous Goldilocks” phase, creating favor