Since the outbreak of the Iran war, Bitcoin prices have rebounded, rising approximately 5.4% in total; meanwhile, the Dubai real estate market has declined by 18.1% due to missile attacks and foreign capital withdrawals. High-net-worth investors are fleeing, coupled with expectations of a surge in future supply, leading to a general decline in housing prices. Overall, the war is reshaping regional risks and has a profound impact on global asset allocation.

Gate News Report, March 10 — According to Santiment data, due to war panic and uncertainty surrounding the "Clarity Act," traders are inclined to heavily short, with Bitcoin short positions significantly exceeding long positions.

Saudi Aramco announced its fiscal year 2025 results, with an adjusted net profit of $104.7 billion, exceeding expectations. The fourth quarter profit was $25.1 billion, with free cash flow of $85.4 billion. The company declared dividends of $21.89 billion, a year-over-year increase, and implemented a $3 billion share repurchase plan, highlighting its financial stability and shareholder return capability. Amid oil price fluctuations, Saudi Aramco's performance has attracted market attention.

As the Iran situation escalates and oil prices rise, global stock markets come under pressure, but Bitcoin defies the trend with an approximately 4% increase, reaching $70,000. Large institutions continue to buy through OTC trading, with over $700 million in funds flowing into Bitcoin-related ETFs, supporting market sentiment. Major holders slightly increase their holdings, indicating institutional and corporate optimism about Bitcoin, becoming an important force in its price stability.

On March 10th, on the prediction market Polymarket, two high-probability addresses placed a $13,400 bet on a ceasefire between the US and Iran in June. Iran hopes to end the war rather than a temporary ceasefire. Trump claimed the conflict would end quickly and issued threats against Iran.

Gate News Report, March 9th, U.S. President Trump stated that he believes the Iran war is already very thorough and almost over.

Macro strategist Mark Connors stated that if the conflict between the US and Iran continues, increased fiscal spending and debt expansion could benefit Bitcoin. He pointed out that war financing will increase the supply of US dollars, weaken the currency's value, and drive Bitcoin higher. Since the conflict began, Bitcoin has risen approximately 3.6%.

Gate News Report, March 9, Iran's Supreme National Security Council Secretary Ali Larijani stated that considering the flames of war ignited by the United States and Israel in the region, the Strait of Hormuz is unlikely to achieve any security.

Gate News Report, March 9th, French President Macron stated that a convoy fleet is being assembled to reopen the Strait of Hormuz. Macron said that once the most intense phase of the war ends, escort missions can begin.

The escalation of Middle East conflicts has led to rising oil prices, prompting investors to sell off U.S. Treasuries. Analysts point out that the impact of the war leans toward inflation and budget deficits, causing the market to reassess interest rates and fiscal risks. Data shows that U.S. Treasury yields are rising.