<p>作者：戈登·戈特塞根</p>
<p>大型机构再次对比特币表示关注，这可能为上涨提供更多动力</p>
<p>比特币在周三突破了 79,000 美元</p>
<p>随着对伊朗的地缘政治紧张局势开始缓解，投资者重新恢复了对风险资产的兴趣。这在四月份推动了股票上涨，但也使投资者转向了在 2026 年大部分时间表现不佳的资产——比特币。</p>
<p>比特币（BTCUSD）在周三交易价格超过 79,000 美元，创下自 2 月 2 日以来的最高盘中水平。尽管这仍然远低于加密货币的历史最高点 126,272.76 美元，但这反映出比特币从 2026 年的低点中强劲反弹。根据道琼斯市场数据，比特币自 3 月 30 日的盘中低点以来上涨了 21.6%。</p>
<p>XS.com 的业务发展负责人西蒙 - 彼得·马萨布尼表示，资本通过多个渠道流入比特币，这使得比特币不太可能像前几个月那样出现剧烈反转，更有可能使上涨势头持续增强。</p>
<p>马萨布尼表示：“我相信流动性的回归是自 10 月 10 日加密货币市场崩溃以来最重要的发展。资金持续流入比特币现货基金，持有比特币的公司加速了购买，且净买入量在增长。”</p>
<p>他指出，比特币 ETF IBIT GBTC 已经连续六天出现净流入。他表示，截至周二，超过 2.5 亿美元流入比特币 ETF，而前一周几乎有 10 亿美元流入。</p>
<p>此外，马萨布尼指出，比特币国库公司在过去一周内共购买了约 60,000 个比特币。战略公司（MSTR），也许是最知名的比特币国库公司，仅在四月份就购买了近 53,000 个比特币。</p>
<p>阅读：为什么战略公司的股票最近表现优于比特币</p>
<p>这些机构对比特币的流入非常重要，因为机构需求的减少加速了去年年底的抛售。</p>
<p>尽管比特币年初至今下跌，但自伊朗冲突开始以来表现良好。</p>
<p>哈希德克斯全球市场洞察负责人杰里·奥谢对 MarketWatch 表示：“自 2020 年以来，我们看到越来越多的投资者在地缘政治压力期间将比特币视为价值储存的证据。例如，在 2020 年 COVID 疫情爆发后的 60 天、2022 年俄罗斯入侵乌克兰以及去年特朗普的 ‘解放日’ 关税期间，比特币的表现显著优于标准普尔 500 指数和黄金。”</p>
<p>此外，随着股票在四月份反弹，比特币也随之上涨。马萨布尼表示，通过避免最严重的抛售并从缓和的反弹中恢复，比特币在伊朗战争更明确结束的情况下可能还有进一步上涨的空间。</p>
<p>他说：“尽管中东地区的波动性加剧，且由于政府外交立场的变化，比特币当前的上涨仍在持续。如果能够实现明确的停火，这可能会成为比特币流动性状况的强大催化剂，可能加速回归之前的历史高点。”</p>
<p>另请阅读：投资者在四月份市场上涨时重新发现对极具投机性的股票的兴趣</p>
<p>-戈登·戈特塞根</p>
<p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>04-22-26 1737ET</p>

GBTC

BITF

<p>随着地缘政治紧张局势的缓解，投资者对比特币的兴趣正在上升，目前比特币的交易价格超过 79,000 美元，创下自 2 月份以来的最高点。机构对比特币的资金流入正在增加，来自比特币国库公司和 ETF 的重大购买也在增加。专家认为，伊朗的明确停火可能进一步提升比特币的流动性，并有可能推动其价格突破 80,000 美元。在地缘政治压力下，比特币表现出韧性，在过去的危机中超越了传统资产，如标准普尔 500 指数和黄金</p>

<p>By Gordon Gottsegen</p>
<div class="lb-trans"><p>作者：戈登·戈特塞根</p>
</div><p>Large institutions are warming up to bitcoin again, which could give the rally more steam</p>
<div class="lb-trans"><p>大型机构再次对比特币表示关注，这可能为上涨提供更多动力</p>
</div><p>Bitcoin broke above $79,000 on Wednesday</p>
<div class="lb-trans"><p>比特币在周三突破了 79,000 美元</p>
</div><p>As geopolitical tensions over Iran start to ease, investors are reviving their appetite for risky assets. That's given stocks a boost in April, but it has also driven investors to an asset that has underperformed for much of 2026 - bitcoin.</p>
<div class="lb-trans"><p>随着对伊朗的地缘政治紧张局势开始缓解，投资者重新恢复了对风险资产的兴趣。这在四月份推动了股票上涨，但也使投资者转向了在 2026 年大部分时间表现不佳的资产——比特币。</p>
</div><p>Bitcoin (BTCUSD) traded above $79,000 on Wednesday, its highest intraday level since Feb. 2. While that's still considerably lower than the crypto's all-time high of $126,272.76, it reflects a solid rebound off of its 2026 lows. Bitcoin has jumped 21.6% since its intraday low on March 30, according to Dow Jones Market Data.</p>
<div class="lb-trans"><p>比特币（BTCUSD）在周三交易价格超过 79,000 美元，创下自 2 月 2 日以来的最高盘中水平。尽管这仍然远低于加密货币的历史最高点 126,272.76 美元，但这反映出比特币从 2026 年的低点中强劲反弹。根据道琼斯市场数据，比特币自 3 月 30 日的盘中低点以来上涨了 21.6%。</p>
</div><p>Simon-Peter Massabni, head of business development at XS.com, said that capital has flowed into bitcoin through multiple channels, which makes it less likely that bitcoin sees a sharp reversal like in previous months, and more likely that the rally builds momentum.</p>
<div class="lb-trans"><p>XS.com 的业务发展负责人西蒙 - 彼得·马萨布尼表示，资本通过多个渠道流入比特币，这使得比特币不太可能像前几个月那样出现剧烈反转，更有可能使上涨势头持续增强。</p>
</div><p>&#34;I believe the return of liquidity is the most significant development since the cryptocurrency-market meltdown of Oct. 10. Funds continue to flow into bitcoin spot funds, bitcoin-hoarding companies have accelerated their purchases and on-balance volume is growing,&#34; Massabni said.</p>
<div class="lb-trans"><p>马萨布尼表示：“我相信流动性的回归是自 10 月 10 日加密货币市场崩溃以来最重要的发展。资金持续流入比特币现货基金，持有比特币的公司加速了购买，且净买入量在增长。”</p>
</div><p>He noted that bitcoin ETFs IBIT GBTC have seen six consecutive days of net inflows. He said that a over a quarter of a billion dollars flowed into bitcoin ETFs in the week ending Tuesday, and almost $1 billion flowed in the week before.</p>
<div class="lb-trans"><p>他指出，比特币 ETF IBIT GBTC 已经连续六天出现净流入。他表示，截至周二，超过 2.5 亿美元流入比特币 ETF，而前一周几乎有 10 亿美元流入。</p>
</div><p>On top of that, Massabni noted that bitcoin treasury companies have collectively purchased around 60,000 bitcoins over the past week. Strategy Inc. (MSTR), perhaps the most well-known bitcoin treasury company, has purchased nearly 53,000 bitcoins in April alone.</p>
<div class="lb-trans"><p>此外，马萨布尼指出，比特币国库公司在过去一周内共购买了约 60,000 个比特币。战略公司（MSTR），也许是最知名的比特币国库公司，仅在四月份就购买了近 53,000 个比特币。</p>
</div><p>Read: Why Strategy's stock is outperforming bitcoin these days</p>
<div class="lb-trans"><p>阅读：为什么战略公司的股票最近表现优于比特币</p>
</div><p>These institutional inflows into bitcoin are important, because shrinking institutional demand is what accelerated the selloff late last year.</p>
<div class="lb-trans"><p>这些机构对比特币的流入非常重要，因为机构需求的减少加速了去年年底的抛售。</p>
</div><p>Bitcoin may be down year to date, but it has held up well since the onset of the Iran conflict.</p>
<div class="lb-trans"><p>尽管比特币年初至今下跌，但自伊朗冲突开始以来表现良好。</p>
</div><p>&#34;Since 2020, we've seen continued evidence that more investors are viewing bitcoin as a store of value during periods of geopolitical stress. For example, in the 60 days that followed the 2020 COVID outbreak, Russia's invasion of Ukraine in 2022, and President Trump's 'liberation day' tariffs last year, bitcoin significantly outperformed both the S&amp;P 500 and gold,&#34; Gerry O'Shea, head of global market insights at Hashdex, told MarketWatch.</p>
<div class="lb-trans"><p>哈希德克斯全球市场洞察负责人杰里·奥谢对 MarketWatch 表示：“自 2020 年以来，我们看到越来越多的投资者在地缘政治压力期间将比特币视为价值储存的证据。例如，在 2020 年 COVID 疫情爆发后的 60 天、2022 年俄罗斯入侵乌克兰以及去年特朗普的 ‘解放日’ 关税期间，比特币的表现显著优于标准普尔 500 指数和黄金。”</p>
</div><p>In addition, bitcoin also moved higher as equities bounced in April. By avoiding the worst of the selloff and rebounding from the de-escalation rally, Massabni said that bitcoin could have room to rise further should a more definitive end to the Iran war come into focus.</p>
<div class="lb-trans"><p>此外，随着股票在四月份反弹，比特币也随之上涨。马萨布尼表示，通过避免最严重的抛售并从缓和的反弹中恢复，比特币在伊朗战争更明确结束的情况下可能还有进一步上涨的空间。</p>
</div><p>&#34;Bitcoin's current ascent persists despite heightened volatility in the Middle East, exacerbated by the administration's shifting diplomatic posture. Should a definitive cease-fire materialize, it would likely serve as a powerful catalyst for bitcoin's liquidity profile, potentially accelerating a return to previous record highs,&#34; he said.</p>
<div class="lb-trans"><p>他说：“尽管中东地区的波动性加剧，且由于政府外交立场的变化，比特币当前的上涨仍在持续。如果能够实现明确的停火，这可能会成为比特币流动性状况的强大催化剂，可能加速回归之前的历史高点。”</p>
</div><p>Also read: Investors rediscover a taste for extremely speculative stocks as market rips higher in April</p>
<div class="lb-trans"><p>另请阅读：投资者在四月份市场上涨时重新发现对极具投机性的股票的兴趣</p>
</div><p>-Gordon Gottsegen</p>
<div class="lb-trans"><p>-戈登·戈特塞根</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>04-22-26 1737ET</p>
<div class="lb-trans"><p>04-22-26 1737ET</p>
</div>

The Iran cease-fire has boosted investors' appetite for bitcoin. Here's why it could break past $80,000 soon.

- 比特币周三突破 $79,000，再创 2026 年新高。  
- 大型机构重新流入比特币，尤其是 ETF，推动其反弹。  
- 地缘政治紧张局势缓解可能进一步助力比特币价格上涨。

Dow Jones

Grayscale Bitcoin Trust BTC - ETF

Bitfarms Canada

Grayscale Bitcoin Mini Trust ETF

Marathon Digital

Coinbase

iShares Bitcoin Trust ETF

2 倍做多 Coinbase ETF - Leverage Shares

Valkyrie Bitcoin Miners ETF

区块链 ETF - Amplify

2 倍做多 COIN ETF - GraniteShares

ARK 21Shares Bitcoin ETF

CoinShares Bitcoin ETF

Bitwise Crypto Innovators ETF

Global X Blockchain ETF

VanEck Bitcoin ETF

Franklin Bitcoin ETF

Bitwise Bitcoin ETF

2 倍做多加密货币行业 ETF - Direxion

Invesco Galaxy Bitcoin ETF

Strategy

标普 500 指数

MicroStrategy Pref Shares MSTR 10.0 Perp

Microstrategy Inc Pref Shares STRC 9.0 Perp

MicroStrategy Pref Shares MSTR 8.0 Perp

伊朗的停火增加了投资者对比特币的兴趣。这就是为什么比特币可能很快突破 80,000 美元的原因