比特币价格飙升至75,000美元，分析人士表示，这预示着美国对伊朗的制裁可能“短暂”，并且表明市场对石油价格上涨的担忧可能有所缓解

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Key points:
Crypto analyst Lark Davis said the blockade could tighten global oil supply by restricting Iranian exports and disrupting Gulf transit routes, potentially pushing energy prices higher.
Davis added that market resilience suggests investors expect the conflict and its economic impact to be “short-lived.”
President Donald Trump said communication with Iran is ongoing, stating that the other side “would like to make a deal very badly.”
Bitcoin (BTC) rallied past $75,000 alongside gains in U.S. stocks in midday trade on Tuesday, with crypto analyst Lark Davis stating that it could reflect that the markets expect the conflict to be “short lived.”

Cryptocurrency and equities markets advanced on Tuesday despite escalating geopolitical tensions in the Middle East, following a breakdown in peace talks between the U.S. and Iran and the start of a U.S. military blockade targeting Iranian ports and parts of the Strait of Hormuz.

According to crypto analyst Lark Davis, the blockade could tighten global oil supply if Iranian exports are restricted while Gulf Cooperation Council (GCC) transit routes are disrupted. That dynamic may push energy prices higher, feeding into inflation and potentially weighing on risk assets.

“But despite the blockade and the possible ramifications, the markets are acting like none of this is happening,” he wrote in a newsletter to investors, citing that the market resilience stems from investors thinking that the US blockade, and perhaps even the larger conflict, could be “short-lived.”

Markets Rally Despite US-Iran Peace Deal Uncertainty

Bitcoin’s price rallied over 5% to around $75,500, paring gains after hitting an intra-day high of over $75,800, according to CoinGecko data. Retail sentiment on Stocktwits around BTC continued to trend in ‘bullish’ territory over the past day, with chatter at ‘high’ levels. Bitcoin’s price remained more than 40% below its record high of over $126,000 seen in October.

The SPDR S&P 500 ETF (SPY) rose more than 1%, the SPDR Dow Jones Industrial Average ETF (DIA) moved 0.66% higher, and the Nasdaq-100 tracking Invesco QQQ Trust (QQQ) jumped 1.4% in midday trade. Retail sentiment around SPY on Stocktwits improved to ‘bearish’ from ‘extremely bearish’ territory over the past day, accompanied by ‘high’ levels of chatter.

Investors Bet Conflict Impact Will Be Limited

“Indeed, the vast majority of national leaders, and their underlying constituents, want this conflict to end,” Davis wrote. “So perhaps the market believes that the majority’s will — will soon produce peace, one way or the other.”

President Donald Trump told reporters on Monday that Iran is seeking to make a peace deal. “We’ve been called by the other side,” he said. “They would like to make a deal very badly.” The release of March’s producer price index (PPI) reading on Tuesday also lent relief to markets, as the index rose much less than expected on the month.

Bitcoin’s price has fallen over 13% this year, while the SPY’s price has gained over 1% year-to-date.
source: https://www.tradingview.com/news/stocktwits:c842abb42094b:0/