伊朗成金融市场引爆弹，比特币能守住 10 万美元关口吗？

Group 1 - The Iranian parliament's National Security Committee has concluded that the Strait of Hormuz should be closed, but the final decision rests with the Supreme National Security Council [1][3] - Following the announcement, Bitcoin (BTC) dropped from $102,810 to a low of $98,200 before recovering to around $100,800, while Ethereum (ETH) fell to $2,111, marking a four-day decline [1] - The closure of the Strait of Hormuz could severely impact Iran's economy, leading to increased hardship for its citizens and potentially accelerating a legitimacy crisis for the regime [3] Group 2 - Historical context shows that Iran has previously threatened to close the Strait of Hormuz but has not followed through, indicating a potential reluctance to implement such a decision now [3] - Analysts suggest that if Iran acts rationally, it is unlikely to close the Strait, as the consequences would outweigh the benefits, leading to increased international isolation [3] - Market reactions indicate a significant sell-off in the cryptocurrency space, with over $658 million in liquidations occurring within 24 hours, primarily affecting long positions [1][4] Group 3 - Current market sentiment among traders is mixed, with some viewing the recent price drops as a buying opportunity, while others express caution due to declining demand for Bitcoin [4][7] - On-chain data suggests that Bitcoin may find support around $92,000, which corresponds to the actual cost price for traders during the bull market [7] - Ethereum's price has retraced nearly 20% from its highs, but analysts believe it is not yet the optimal time to buy, as a significant portion of circulating supply remains in profit [7]