Crypto Market Navigates Choppy Waters Amid Geopolitical Tensions; PAX Gold Leads Gains

Today, the entire crypto market experienced serious market volatility. The situation changed drastically when escalating geopolitical tensions in the Middle East reignited a general risk-off sentiment among investors. Bitcoin fell below $104,000 while many altcoins were reeling from major 20-40% drops. Among them, PAX Gold (PAXG) shone as the biggest beneficiary. This serves to further emphasize the fluid and dynamic, sometimes chaotic environment of crypto.
Despite the majority of the cryptocurrencies bleeding red, there are still few cryptocurrencies in profit today. Investors are following every tick in the market in a jittery, uncertain time.
Top Gainers Show Resilience
Even in this broader market sell-off, several cryptocurrencies proved their strength, turning a loss into robust victories for investors betting against the bear market. PAX Gold (PAXG) was the real winner, proving its worth as a safe-haven asset in times of market distress.
PAX Gold (PAXG) is having its day today as it currently sits up 1.93 percent at a price of $3,453.58. This ongoing performance underscores PAXG’s unique utility as a hedge against market volatility. One clear theme is that investors are storming into assets that they believe are very safe and conservative.
Positive momentum was seen by Four (FORM), generally priced at $2.76 with a 24 hour increase of 1.89 percent. Tether Gold (XAUt) was a close second, trading at $3,430.71 with a 24-hour increase of 1.83 percent. Connect with us on social media AB (AB) reached an all-time high of $0.01186, with a 1.03 percent increase in the past 24 hours. At the same time, UNUS SED LEO (LEO) increased, though not as much — LEO was up 0.13 percent to $8.91.
Notable Losers Reflect Market Uncertainty
The general market sentiment was noted as risk-off, as many cryptocurrencies tumbled into the red heavily. These declines highlight yet again how sensitive the crypto market is to geopolitical events and macroeconomic factors.
Fartcoin (FARTCOIN) was the biggest loser, cascading 18.14 percent during the last day. Ethena (ENA) was down big, with a 24-hour loss of 14.35 percent. Optimism (OP) and Lido DAO (LDO) closely followed, both registering losses of 14.34 percent and 14.33 percent, respectively. Bonk (BONK) was the biggest loser to close out the list, down 24 hours by 14.25 percent.
"The crypto markets have entered a deeper correction as the global market cap crashes below $3.4 trillion. With over 3% pullback, BTC price marks lows close to $102.6K, while Ethereum drops below $2500 for a while but recovered above the range. The other cryptos within the top 10 are also facing a similar pullback, which suggests the correction could persist for a few more days. While a few experience marginal gains below 1%, the top losers include Ethena with 18.35%, Lido DAO with 17.45%, Optimism, Fartcoin, Celestia, Arbitrum & Bonk by over 16% each." - CoinDCX Research Team
Expert Analysis and Market Outlook
We asked industry experts about the markets’ recent response to geopolitical unrest and what it can tell us about future direction. That has been shown in the recent volatility, underscoring how tethered the entire crypto market is to global turmoil and macroeconomic trends.
"The latest geopolitical escalation has injected fresh volatility into global markets, and crypto is no exception. Bitcoin has slipped below $104,000, reacting swiftly to the news of Israel’s preemptive airstrikes on Iran. Ethereum and Solana also faced pressure, with SOL falling despite major DeFi development efforts. This kind of sharp, sentiment-driven correction underscores just how interconnected crypto has become with broader macro events. As capital moves cautiously, we’re seeing a temporary pause in the recent bullish momentum." - Avinash Shekhar, Co-founder & CEO, Pi42
Inspite of the bearish market trend, many analysts continue to stand bullish on the long-term futures of Bitcoin and other cryptocurrencies. Institutional interest is as strong as ever. With continued ETF inflows and corporate accumulation, institutional interest is signaling confidence in the asset class.
"Bitcoin hovers around $104K after a sharp pullback from its recent highs near $112K. Despite the dip, institutional interest remains strong, with ETF inflows and corporate accumulation signaling long-term confidence. The market consolidates between $100K and $112K, forming a potential bullish flag. CPI data showed cooling inflation, which typically favors risk assets, yet Bitcoin's muted response suggests short-term exhaustion. A breakout above $112K could trigger a rally to $137K, while a drop below $100K may invite bears. Macro tailwinds, regulatory support, and investor sentiment continue to shape Bitcoin’s path in this high-stakes, volatile environment." - Sathvik Vishwanath, CEO and co-founder of Unocoin
"The crypto market reacted strongly to the rising geopolitical tensions in the Middle East. Bitcoin is trading around $103,500, showing resilience near the support levels. Meanwhile, Institutional appetite remains strong, as Bitcoin ETFs recorded over $980 million in net inflows this week. If bulls fail to take control, BTC could test the $101,700 levels before gaining back momentum. Despite a pullback in major altcoins, Ethereum maintained bullish momentum, with ETH futures open interest hitting an all-time high of $20 billion. This indicates growing market participation and a fresh influx of capital." - Edul Patel, CEO and co-founder, Mudrex
"Cryptocurrency markets witnessed a steep decline late last night following reports of Israeli airstrikes on Iran, escalating tensions in the Middle East and triggering a broad risk-off sentiment. BTC fell 4% to around $104,000, while ETH dropped 9.6% to $2,493. The total crypto market cap slid over 5%, currently standing at $3.35 trillion. The geopolitical uncertainty also sent crude oil prices surging by over 5%, raising fresh concerns about inflation. Elevated oil prices may compel the U.S. Federal Reserve to adopt a more cautious stance on rate cuts, further dampening investor appetite for risk assets, including crypto." - CoinSwitch Markets Desk

Ava Thompson
Blockchain Market Psychology Editor
Ava Thompson explores blockchain and market psychology through an evidence-based yet human-focused lens. She bridges strategic thinking with direct, nuanced communication, and her work features a balance of in-depth analysis and relatable storytelling. Outside the newsroom, Ava is an avid urban gardener and street art enthusiast.
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