<p>TradingKey - 纳斯达克解除限制未能抵消中东紧张局势，资本持续涌入原油市场；比特币价格缺乏关键支撑。</p><p>在 3 月 9 日（GMT+8），比特币价格延续下跌，早盘一度跌破 66,000 美元，随后反弹至 67,000 美元以上。在过去四天中，比特币持续下行，累计下跌约 10%，再次抑制了新兴的上涨动能。</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2026/0e2328b7e8783b0a9731fc57c9fcdc61?x-oss-process=style/lg" alt="" width="1829" height="855" original-src="https://pub.pbkrs.com/uploads/2026/0e2328b7e8783b0a9731fc57c9fcdc61"/></figure><p>比特币价格走势图，来源：CoinMarketCap</p><p>最近，全球第二大交易所纳斯达克宣布取消对比特币 ETF 的各种限制，取消了期权的 25,000 合约限制，并为机构和散户交易者消除了进入壁垒，允许任何投资者在其平台上交易比特币 ETF。尽管纳斯达克获得了监管批准，市场的反应为何如此平淡，几乎无视这一利好消息？</p><p>自 2025 年 10 月以来，比特币价格从高位回落，最大回撤超过 50%。这种极端波动严重打击了投资者信心，使市场陷入低迷。在这种背景下，纳斯达克取消比特币 ETF 限制并未构成实质性的积极催化剂，难以吸引资本流入。</p><p>此外，中东局势恶化导致大量资本涌入原油市场。今天早上，国际油价上涨超过 30%，WTI 原油（USOIL）价格一度触及每桶 112 美元，创下自 2022 年俄乌战争以来的新高。自 2 月 28 日美国与伊朗冲突爆发以来，原油价格持续飙升，在不到六个交易日内上涨超过 60%。</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2026/1d72ec8f4a19fe97f07a0055652f1697?x-oss-process=style/lg" alt="" width="1827" height="858" original-src="https://pub.pbkrs.com/uploads/2026/1d72ec8f4a19fe97f07a0055652f1697"/></figure><p>WTI 原油价格走势图，来源：TradingView</p><p>目前，中东局势没有缓解迹象，原油成为全球最受追捧的资产，而股票和加密货币等风险资产仍然承压。今天，亚太市场遭遇 “黑色星期一”，日本和韩国股市均下跌超过 5%；黄金（XAUUSD）和白银（XAGUSD）今天均下跌超过 1%。</p><p>由于地区不稳定，包括伊拉克和科威特在内的多个中东国家已宣布减产或暂停生产。为了安抚市场并压制油价，美国声称不会针对伊朗的能源基础设施；然而，伊朗并未受到影响，威胁要攻击邻国的石油设施——这可能是伊朗对美国反击的另一种策略。</p><p>上周日，伊斯兰革命卫队（IRGC）的一位发言人表示：“如果你能承受每桶超过 200 美元的油价，那就继续这个游戏。” 展望未来，只要冲突持续，资本将继续流入原油市场，可能导致加密市场进一步流出，并抑制比特币价格。</p><p>了解更多</p>

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<p>纳斯达克最近解除比特币 ETF 限制并未对比特币价格产生积极影响，比特币价格在跌破 66,000 美元后略有反弹。在四天内，比特币下跌了约 10%，反映出投资者在重大波动中持续的不确定性。同时，中东地区紧张局势升级，推动资金流入原油市场，价格上涨超过 30%。这种地缘政治不稳定导致包括加密货币在内的风险资产面临压力，投资者更倾向于投资原油而非比特币，从而进一步压制了加密市场的价格</p>

<p>TradingKey - Nasdaq's lifting of restrictions fails to offset Middle East tensions as capital continues to pour into the crude oil market; Bitcoin prices lack key support.</p>
<div class="lb-trans"><p>TradingKey - 纳斯达克解除限制未能抵消中东紧张局势，资本持续涌入原油市场；比特币价格缺乏关键支撑。</p>
</div><p>On March 9 (GMT+8), Bitcoin prices extended their decline, briefly dipping below $66,000 during early trading before rebounding to above $67,000. Over the past four days, Bitcoin has trended downward continuously, with a cumulative drop of approximately 10%, stifling the nascent bullish momentum once again.</p>
<div class="lb-trans"><p>在 3 月 9 日（GMT+8），比特币价格延续下跌，早盘一度跌破 66,000 美元，随后反弹至 67,000 美元以上。在过去四天中，比特币持续下行，累计下跌约 10%，再次抑制了新兴的上涨动能。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260309/bitcoin-btc-price-5902d2677a3c457abf662eac5eeae09c.png" alt="" original-src="https://resource.tradingkey.com/uploads/20260309/bitcoin-btc-price-5902d2677a3c457abf662eac5eeae09c.png"/></p>
<p>Bitcoin price chart, Source: CoinMarketCap</p>
<div class="lb-trans"><p>比特币价格走势图，来源：CoinMarketCap</p>
</div><p>Recently, Nasdaq, the world's second-largest exchange, announced the removal of various restrictions on Bitcoin ETFs, eliminating the 25,000-contract limit on options and removing entry barriers for both institutional and retail traders, allowing any investor to trade Bitcoin ETFs on its platform. Despite Nasdaq receiving regulatory approval, why has the market's response been so lackluster, effectively ignoring this positive news?</p>
<div class="lb-trans"><p>最近，全球第二大交易所纳斯达克宣布取消对比特币 ETF 的各种限制，取消了期权的 25,000 合约限制，并为机构和散户交易者消除了进入壁垒，允许任何投资者在其平台上交易比特币 ETF。尽管纳斯达克获得了监管批准，市场的反应为何如此平淡，几乎无视这一利好消息？</p>
</div><p>Since October 2025, Bitcoin prices have retreated from their highs with a maximum drawdown of over 50%. This extreme volatility has severely dented investor confidence, leaving the market in the doldrums. Against this backdrop, Nasdaq's removal of Bitcoin ETF restrictions does not constitute a substantial positive catalyst and struggles to attract capital inflows.</p>
<div class="lb-trans"><p>自 2025 年 10 月以来，比特币价格从高位回落，最大回撤超过 50%。这种极端波动严重打击了投资者信心，使市场陷入低迷。在这种背景下，纳斯达克取消比特币 ETF 限制并未构成实质性的积极催化剂，难以吸引资本流入。</p>
</div><p>Furthermore, the deteriorating situation in the Middle East has spurred a massive influx of capital into the crude oil market. This morning, international oil prices surged by over 30%, with WTI crude oil ( USOIL ) prices briefly touching $112 per barrel, hitting a new high since the 2022 Russia-Ukraine war. Since the outbreak of the U.S.-Iran conflict on February 28, crude oil prices have continued to soar, skyrocketing over 60% in less than six trading days.</p>
<div class="lb-trans"><p>此外，中东局势恶化导致大量资本涌入原油市场。今天早上，国际油价上涨超过 30%，WTI 原油（USOIL）价格一度触及每桶 112 美元，创下自 2022 年俄乌战争以来的新高。自 2 月 28 日美国与伊朗冲突爆发以来，原油价格持续飙升，在不到六个交易日内上涨超过 60%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260309/oil-wti-price-88f085f5653142b79f5722cb6e0ef858.png" alt="" original-src="https://resource.tradingkey.com/uploads/20260309/oil-wti-price-88f085f5653142b79f5722cb6e0ef858.png"/></p>
<p>WTI crude oil price chart, Source: TradingView</p>
<div class="lb-trans"><p>WTI 原油价格走势图，来源：TradingView</p>
</div><p>Currently, the Middle East situation shows no signs of easing, leaving crude oil as the world's most sought-after asset while risk assets like stocks and cryptocurrencies remain under pressure. Today, Asia-Pacific markets faced a &#34;Black Monday,&#34; with Japanese and South Korean stocks closing down more than 5%; gold ( XAUUSD) and silver ( XAGUSD) both fell more than 1% today.</p>
<div class="lb-trans"><p>目前，中东局势没有缓解迹象，原油成为全球最受追捧的资产，而股票和加密货币等风险资产仍然承压。今天，亚太市场遭遇 “黑色星期一”，日本和韩国股市均下跌超过 5%；黄金（XAUUSD）和白银（XAGUSD）今天均下跌超过 1%。</p>
</div><p>Due to regional instability, several Middle Eastern countries, including Iraq and Kuwait, have announced production cuts or suspensions. To soothe the market and suppress oil prices, the U.S. claimed it would not target Iranian energy infrastructure; however, Iran has not been swayed, threatening to attack neighboring oil facilities—potentially another tactic for Iran to strike back at the U.S.</p>
<div class="lb-trans"><p>由于地区不稳定，包括伊拉克和科威特在内的多个中东国家已宣布减产或暂停生产。为了安抚市场并压制油价，美国声称不会针对伊朗的能源基础设施；然而，伊朗并未受到影响，威胁要攻击邻国的石油设施——这可能是伊朗对美国反击的另一种策略。</p>
</div><p>Last Sunday, a spokesperson for the Islamic Revolutionary Guard Corps (IRGC) stated, &#34;If you can withstand oil prices above $200 per barrel, then continue this game.&#34; Moving forward, as long as this conflict persists, capital will continue to flow into the crude oil market, potentially leading to further outflows from the crypto market and keeping Bitcoin prices suppressed.</p>
<div class="lb-trans"><p>上周日，伊斯兰革命卫队（IRGC）的一位发言人表示：“如果你能承受每桶超过 200 美元的油价，那就继续这个游戏。” 展望未来，只要冲突持续，资本将继续流入原油市场，可能导致加密市场进一步流出，并抑制比特币价格。</p>
</div><p>Find out more</p>
<div class="lb-trans"><p>了解更多</p>
</div>

Nasdaq Lifts Bitcoin ETF Restrictions; Why BTC Price Falls Instead of Rising

- 纳斯达克解除比特币 ETF 限制未能吸引资本流入，市场反应平淡。  
- 比特币价格持续下跌，跌幅约 10%，反映市场低迷。  
- 中东局势紧张推高原油价格，国际油价创下新高。

纳斯达克解除比特币 ETF 限制；为何 BTC 价格不升反降