Bitcoin Stays Near 81000 As Oil And Tensions Rise

Donald Trump’s rejection of an Iranian ceasefire proposal immediately shook global markets. The price of oil crossed the $100 mark, US futures fell, and tensions around the Strait of Hormuz returned to the center of concerns. In this nervous climate, Bitcoin nevertheless surprises with its stability around $81,000. Such behavior contrasts with previous geopolitical crises.

Trump rejects the Iranian offer and rekindles the oil shock

Tensions rose a notch after Donald Trump publicly rejected the Iranian counter-proposal regarding a ceasefire.

On Truth Social, the US president denounced a proposal “absolutely unacceptable”, immediately triggering a reaction in energy markets. Oil prices then sharply climbed.

Here are some factual elements :

• WTI barrel for June delivery reached $97.88, up 2 % ;
• Brent surpassed $103 ;
• Dow Jones, S&P 500, and Nasdaq-100 futures fell by about 0.1 % ;
• The Strait of Hormuz remains at the center of concerns over global supply ;
• Citi analysts believe that bullish risks on oil remain high as long as Iran maintains influence over the reopening of the maritime corridor.

This rapid market reaction illustrates the return of inflation fears linked to energy. After six consecutive weeks of gains in US stocks, operators are now monitoring the conflict’s development and its potential consequences on the US Federal Reserve’s monetary policy.

Bitcoin holds up while traditional markets waver

Contrary to previous major geopolitical episodes, the crypto market did not plunge into a massive liquidation movement. Bitcoin remained stable around $81,000 despite the oil surge and the fall in US indices. This resistance contrasts with reactions observed during previous crises, when investors quickly abandoned cryptos in favor of the dollar or US bonds.

Altcoins showed more mixed trajectories. Ethereum fell slightly by 0.11 %, while Solana rose by 1.53 % and XRP by 2.09 %. This divergence shows that the market remains selective despite the renewed macroeconomic tensions. Bitcoin trading volumes exceeded $59 billion, with a total capitalization estimated at $1.63 trillion, proving that flows remain strong despite international tensions.

This Bitcoin stability occurs in a particularly sensitive context for markets. A prolonged tension in the Middle East could fuel a new inflationary surge via energy, further complicating the Federal Reserve’s rate cut expectations. Conversely, a quick easing around the Strait of Hormuz could rekindle risk appetite in financial markets and strengthen cryptos.