QCP: Bitcoin performs strongly under the Hormuz crisis, while the AI and technology sectors face pressure

By: rootdata|2026/03/04 09:45:14

QCP's analysis states that the continued closure of the Strait of Hormuz has led to rising energy prices, with Brent crude oil reaching $83 per barrel and Dutch natural gas prices increasing by 50% to $55, severely impacting the global supply chain. This conflict has exposed the vulnerabilities of the AI and technology sectors. South Korea, as a major semiconductor producer, has seen its KOSPI index drop 20% from its peak, with major constituents Samsung and SK Hynix severely affected by the disruption in energy supply.

Notably, amidst market turmoil, Bitcoin has shown strong resilience, potentially signaling a shift in risk appetite. Analysts expect the market to remain volatile in the coming week, but due to the global dependence on chips, semiconductors, and AI-driven growth, it is anticipated that all parties will jointly pressure Iran to reopen the Strait of Hormuz, with China urging Iran to keep the strait open.

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