Fidelity: Bitcoin and gold dey signal say dem dey shift comot from dollar settlement

Fidelity Digital Assets tok say dey get "growing evidence" say some countries dey test settlement routes wey no dey under dollar-led systems. For dia 2026 report, di firm point to geopolitical trade flows wey matter for sanctions wey Bitcoin fit dey discuss as cross-border settlement and reserve asset—though confirmed adoption signs still mixed. On top Bitcoin, Fidelity highlight disputed claims say Iran fit dey use “Bitcoin toll” activity near di Strait of Hormuz. Iran-linked media deny say Tehran don dey collect Strait tolls in Bitcoin or stablecoins. Fidelity still mention another Iran-linked proposal for one marine insurance model wey fit generate more than $10 billion, but e no clearly confirm say Bitcoin payments dey happen live. For gold, Fidelity argue central-bank demand still strong, even after gold pullback from January peak near $5,600/oz. Dem also note say gold reserve role still dey supported, while Bitcoin relative catch-up after gold outperformance "yet to materialize." Stablecoins show policy contrast: US freeze about $344 million in USDT linked to Iran, including tokens wey relate to IRGC. Di episode reinforce enforcement risk for dollar-backed tokens, and e align with Fidelity broader theme say alternative settlement mechanisms dey get more attention. Traders suppose treat this as sentiment tailwind for Bitcoin "settlement narrative," but get timing risk versus gold and adoption still unproven for practice.