Bitcoin edges up as Trump extends Iran strike pause to 10 days
Bitcoin steadied after a sharp sell-off as U.S. President Donald Trump extended the pause on attacks against Iran’s energy infrastructure to 10 days, citing ongoing diplomacy in a Truth Social post.
The move came after an “ugly” Thursday for risk assets. Bitcoin fell more than 3% and the Nasdaq dropped 2.4%, with the Nasdaq still ~10% below its late-January peak.
Macro pressure remains. Oil prices jumped on the Iran war, while Western bond markets worsened. The U.S. 10-year Treasury yield rose to as high as 4.43% before easing to about 4.41%, alongside renewed bets that the Federal Reserve may delay or even hike rates, pushing yields higher and rate-cut expectations lower.
On the crypto side, the headlines supported a modest rebound: Bitcoin was up about 1% from its worst levels and traded just above $69,000. Ether (ETH), XRP, Solana (SOL) and ADA also rebounded from session lows, but each was still down roughly 3%–5% over the prior 24 hours.
Overall, the Trump Iran-strike pause reduces near-term geopolitical tail risk, but the bigger driver for traders is still the rates-and-oil shock feeding volatility. Bitcoin’s stabilization looks corrective, not fully defensive, while yields and oil move remain key catalysts.
Neutral
特朗普将对伊朗能源设施的打击暂停延长至10天，短期内相当于“降温地缘风险”的利好，因此比特币出现从最差水平反弹（约+1%），并带动ETH、XRP、SOL、ADA回补跌幅。这类在地缘紧张阶段出现的暂停/缓和表态，往往会触发市场从恐慌抛售向技术性修复或对冲解除（de-risking回撤）的交易行为。
但这条逻辑被两条更强的宏观变量抵消：第一，油价仍在上冲；第二，债市承压带动10年期美债收益率上行（最高触及4.43%后回落但仍高位），且市场对美联储降息时点的预期在被重新定价。这意味着“金融条件仍偏紧”，风险资产即便反弹也容易再受压。
对短期交易影响：更可能是震荡偏修复，而非趋势反转。若收益率继续回落、油价回稳，BTC更容易延续反弹；相反若油价再起、收益率再度上冲，可能触发第二轮去风险。
对长期影响：地缘风险缓释有助于降低极端波动发生概率，但只要利率路径仍不确定（降息预期被削弱甚至转向加息定价），加密资产的估值与流动性环境仍会受到牵制。综合来看，本次更偏“中性偏短期修复”。