木曜日のビットコイン価格は、米軍によるイランへの新たな空爆で地政学的リスクが高まり、暗号資産市場で売りが殺到したことを受け、6週間ぶりの安値となる7万3000ドルを割り込んだ。現物ビットコインETFからは大幅な資金流出が見られ、ブラックロックのIBITだけで1日に5億2800万ドルの流出を記録した。この動きは、デリバティブプラットフォーム全体で10億ドル近くの強制決済が発生したことと重なった。
ホルムズ海峡付近のイラン関連施設に対する米軍の空爆を受け、イラン革命防衛隊が報復を警告したことで、ブレント原油価格は1バレルあたり96ドルを超え、世界的なリスク選好姿勢が後退した。ビットコインは一時7万2792ドルの安値を付けた後、わずかに回復して7万3274ドル前後で推移しており、24時間で2.7％以上の下落となった。イーサリアムも市場全体の売り圧力に連動し、2000ドルを割り込んだ。
Xのユーザーの間では、米イラン間の緊張と記録的なETF資金流出を背景としたビットコインの7万3000ドル割れが議論された。また、5億ドル超の強制決済やブラックロックのIBITからの5億2800万ドルの流出、市場全体に広がるリスクオフ心理についても言及された。
Bitcoin falls under $73,000 after US and Iran launch attacks against each other.
— Ashish (@ashishshah55) 2026年5月28日
$500+ million in long positions liquidated in 90 minutes pic.twitter.com/aoHSxDb9kf
🚨 BREAKING 🚨
— Ziopat (@PatriceinMilano) 2026年5月28日
Bitcoin drops below $73,000 after USA-Iran tensions and record ETF outflows! BlackRock sells half a billion worth of BTC in one day (largest ever). ETH at ~$2,000 with risk of $2 billion short squeeze.
Miners selling, dark pools active. Market in turmoil!#Bitcoin…
U.S. strikes on Iran near the Strait of Hormuz pushed BTC below $73k overnight — $1B in liquidations, and IBIT bled $528M, its second-largest outflow ever. ETFs sold "digital gold" hard; the bid disappears the moment real geopolitics shows up.#Bitcoin #Geopolitics #Macro pic.twitter.com/pBmXxG91Zw
— Ferhat Kacmaz (@ferhatdubai) 2026年5月28日
Brutal.
— Unknown.Ai (@UnknowTraderAi) 2026年5月28日
US and iran started trading kinetic attacks earlier today, sending btc sliding below $73k. It triggered a massive risk-off cascade that flushed out all the overleveraged longs.
If this escalates, expect more pain, but for now it's just a brutal leverage wipeout
Bitcoin drops below $73,000 to six-week lows as U.S. strikes on Iran trigger over $950M in liquidations 📉 Geopolitical risk is dominating short-term price action and testing crypto's macro resilience in real time.
— Crypto Reports .AI 📊 (@cryptoreportsai) 2026年5月28日
AIによるレポート AIによって生成された画像
Bitcoin fell below $63,000 on Monday amid renewed U.S.-Iran airstrikes over the Strait of Hormuz. The move reflected broader risk-off sentiment in markets as oil prices climbed.
Bitcoin slipped back to around $62,000 on Wednesday after the US and Iran exchanged airstrikes and President Donald Trump declared the ceasefire over. The move followed a surge in oil prices above $74 a barrel. Renewed geopolitical tensions weighed on risk assets including cryptocurrencies.
AIによるレポート
Bitcoin surged above $80,000 for the first time since January during early Asian trading on May 4, 2026, reaching highs around $80,600. The cryptocurrency later pulled back to around $79,000 following reports of an Iranian missile strike on a U.S. warship, which the U.S. denied. Geopolitical risks near the Strait of Hormuz overshadowed strong ETF inflows supporting the rally.
Bitcoin traded around $65,000 on Thursday as escalating U.S.-Iran conflict drove oil prices higher and pushed Treasury yields to multi-month peaks. Spot Bitcoin ETFs drew nearly $1 billion in inflows over seven sessions. Grayscale Research said the price may have already bottomed.
AIによるレポート
Bitcoin dropped below $60,000 on June 24 as exchange inflows, spot ETF outflows and leveraged long liquidations intensified selling pressure.
Bitcoin has rebounded to around $63,000 following a drop below $60,000 earlier this week. A Standard Chartered analyst has declared the market bottom at $59,000, citing easing ETF selling pressure and potential catalysts including the SpaceX IPO and a possible US-Iran deal.
AIによるレポート
Bitcoin fell to an intraday low of $58,189 on June 25 before recovering toward $59,700. Spot Bitcoin ETFs recorded net outflows of roughly $692 million in recent sessions. The moves came ahead of a major options expiry.