Bitfinex: Trump's suspension of actions against Iran triggers a rise in Bitcoin, as the market quickly reprices geopolitical risks

The Bitfinex analysis report points out that as Trump announced a five-day delay in plans to strike Iranian power facilities and stated that negotiations between the U.S. and Iran are "very smooth and constructive," the market reacted quickly. Bitcoin has maintained its opening position of $67,035 at the beginning of the month this week and is once again under pressure at the lower edge of the $72,000 to $82,000 "vacuum zone." The flow of ETFs further verifies the sensitivity of the market response: on the day the U.S. paused actions, the net inflow of ETFs reached $167.2 million, with IBIT absorbing $160.8 million, marking the largest single-day inflow since March 17, while ending three consecutive days of net outflows after the FOMC.

Analysis suggests that the capital flow in the next two to three days will determine whether this rebound is a short-term "relief trade" or the starting point of a new accumulation phase. If the daily inflow of ETFs remains above $100 million, the conditions for supporting the "vacuum zone" may be reestablished; if the pullback deepens, Bitcoin may return to the previous consolidation range.