本周末所有人的目光都集中在比特币上，因为伊朗已经对美国关于霍尔木兹协议的说法提出了质疑

Bitcoin rallied hard after Iran said it was reopening the Strait of Hormuz to commercial shipping . Bitcoin hit the highest level since February, oil prices dropped , Wall Street notched another record, and the U.S. 10-year Treasury yield slipped to 4.24%. But here’s the catch: markets acted as if the reopening had solved the core standoff between Washington and Tehran. Look closer, though, and the story gets more complicated. The opening is only temporary, the blockade is still in place, mine-clearing operations are ongoing, and there’s plenty of confusion about what Iran has actually agreed to. Bitcoin, oil and SPY prices over the last 6 months That matters even more heading into the weekend. U.S. stocks, Treasuries, and most major markets shut down after Friday, but Bitcoin keeps trading. So once again, Bitcoin becomes the first big, liquid market to test whether Friday’s rally was built on real progress or just hope. The public messaging from Washington also leaves room for a reversal. Trump told Axios he expects a deal “in a day or two” , and the same report said the outline under discussion could involve the U.S. releasing $20 billion in frozen Iranian funds in exchange for Tehran giving up its enriched uranium. The Washington Post reported that Iran had not confirmed Trump's claim that it would hand over what he calls “nuclear dust,” while also noting that earlier U.S. claims about Iranian commitments had already proved unreliable or had fallen apart. Related Reading Bitcoin weekend liquidity has vanished even as BTC leads out of hours markets because institutions dominate weekdays ETF-era Bitcoin is deeper on weekdays and thinner on weekends, leaving smaller traders more exposed when volatility hits. Apr 11, 2026 · Andjela Radmilac The deal narrative is already under strain Tehran's public posture still sits well short of the version of events that calmed markets. In the Al Jazeera liveblog , Foreign Ministry spokesperson Esmaeil Baghaei was quoted as reject