長期国債利回りとブレント原油価格が、市場全体の緊張を誘発しかねない水準に近づいている。現時点でのデータでは、米国30年債利回りは5.109%、ブレント原油は108.54ドル付近で推移している。ビットコインは市場がリスクを評価する中、78,000ドル付近で取引された。
先週末時点で、米国30年債利回りは5.109%付近、英国30年債（ギルト）利回りは5.857%付近となった。ブレント原油は108.54ドルに達し、VIX指数は18.53を記録した。これらの数値は、債務返済コストやインフレ圧力が強まりかねない閾値に市場が近づいていることを示している。
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Bitcoin traded at $79,083 on May 15, down more than 3 percent after failing to hold above $82,000 resistance. Rising US Treasury yields are drawing institutional capital away from the cryptocurrency and into government debt.
Rising US Treasury yields reached 5.18 percent on May 20, pressuring Bitcoin prices below $80,000. Spot Bitcoin ETFs recorded net outflows of about 14,000 BTC in the latest week.
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Global financial markets reacted on Monday to renewed surges in oil prices and geopolitical tensions in the Middle East, continuing the economic ripple effects first seen after the Iran conflict and Hormuz blockade earlier this year.
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.
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Bitcoin dropped to its lowest level since late March, trading near $65,000 as selling pressure intensified. The decline coincided with rising oil prices and weakness in U.S. stocks following Middle East developments. Ethereum also fell sharply, testing support near $1,800.