劄耶資本市場分析師納伊姆・阿斯拉姆在研究報告中指出，川普總統表示伊朗對美國停戰提議的回覆完全無法接受，為比特幣營造出多空交錯的市場格局。

他表示：「一方面，美國對伊朗態度轉趨強硬，可能降低市場對投機性資產的偏好。在地緣政治緊繃之際，投資人往往會轉向現金、黃金或美元避險。」另一方面，地緣政治風險也進一步強化比特幣做為另類資產的投資邏輯，吸引有意從傳統資產分散配置風險的資金進場布局。

分析師補充，上周五美國非農就業數據優於預期，同樣對比特幣形成雙向影響：雖紓緩市場對經濟衰退的擔憂，但也削弱美國降息預期。

倫敦證券交易所集團數據顯示，比特幣微漲 0.6%，報 81,151 美元。

Naeem Aslam, analyst at Zaye Capital Markets, stated in a research report that President Trump described Iran’s response to the U.S. ceasefire proposal as **completely unacceptable**, creating a mixed bullish and bearish market environment for Bitcoin.

He pointed out: “On the one hand, the toughening rhetoric toward Iran may weaken market appetite for speculative assets. During periods of heightened geopolitical tension, investors tend to seek safe haven in cash, gold or the U.S. dollar.”

On the other hand, geopolitical risks further reinforce Bitcoin’s value as an alternative investment, attracting capital seeking to diversify risks away from traditional assets.

The analyst added that last Friday’s U.S. nonfarm payroll data beat expectations, also exerting a two-sided impact on Bitcoin: it eased market concerns about an economic recession while dampening expectations for U.S. interest rate cuts.

According to data from London Stock Exchange Group, Bitcoin rose 0.6% to trade at $81,151.