All eyes on Bitcoin this weekend as Iran is already disputing the US narrative on the Hormuz deal

Kripto dünyasındaki son gelişmelere göre, 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. 10-year Treasury yield slipped to 4.

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.

Piyasa Dinamikleri

Bitcoin, oil and SPY prices over the last 6 months That matters even more heading into the weekend. 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. 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. 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.

Piyasalara Etkisi

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 liveblog , Foreign Ministry spokesperson Esmaeil Baghaei was quoted as rejecting any transfer of enriched uranium to the United States and dismissing U. statements on Hormuz as contradictory.

Even before that, Tasnim reported on April 15 that Baghaei was still defending enrichment as a non-negotiable sovereign right. There’s still a big gap between what traders are hoping for and what’s actually been agreed to. Friday’s rally made sense as a relief move: an open Strait of Hormuz means less immediate risk for oil.

But it’s a stretch to say the big issues, like uranium, compensation, or the Lebanon ceasefire, are anywhere close to settled. That gap is hard to ignore. Trump said the American blockade on Iranian ships and ports will stay in place until Tehran reaches a deal with Washington, including on its nuclear program.

Blockchain ekosistemindeki bu gelişme, dijital varlık piyasalarını şekillendirmeye devam ediyor. Uzmanlar, konunun yakın vadeli etkilerini mercek altına alıyor.