Bitcoin (BTC) regained momentum and managed to stay above $81,000, in a context marked by new diplomatic signals between Iran and the United States.
The movement occurred after, this Sunday, May 10, 2026, Tehran formally delivered its response to the latest peace proposal launched by US President Donald Trump, using Pakistan as a mediator.
Iran’s position focuses on advance first towards the end of the war and ensure maritime safety in the Strait of Hormuzone of the most important energy corridors in the world that has been blocked in the midst of the conflict that began last February.
However, specialized media consider that the general tone of the response was “harsh and not very conciliatory.” This maintains uncertainty about a possible definitive agreement, despite formal diplomatic progress. “We will never bow our heads to the enemy, and if we talk about dialogue or negotiation, that does not mean surrender or withdrawal,” the Iranian government said.
Hence global markets stay in suspensewithout yet being clear what will happen with this war.
Despite this, it is observed a positive reaction in the bitcoin marketgiving a sign of stability after several days of growing expectations about a possible peace agreement. Last Wednesday, BTC reached $82,000its highest level since January 2026, after Trump announced the partial suspension of the Project Freedom naval operation, as reported by CriptoNoticias.
Trump then assured that there was “great progress” in the negotiations with Iran, while the Iranian Foreign Minister, Abbas Araqchi, declared that Tehran was willing to accept a deal “fair and understanding.”
Geopolitical optimism was also reflected in the activity of the Bitcoin network. The data on-chain show that confirmed transactions per day approached 600,000 by mid-week, coinciding with the price rally and suggesting increased buying pressure.
Besides, the market seems to have partially recovered its risk appetite. A FOREX analysis points out that bitcoin currently maintains a strong correlation with US stock indices such as the S&P 500, reflecting that investors continue to treat BTC as a risk asset sensitive to the macroeconomic environment.
However, uncertainty persists. Although there has been a ceasefire between Iran and the United States since April 8, Both sides have accused each other of violating the truce in recent days. Added to this is the position of Israeli Prime Minister Benjamin Netanyahu, who stated that the war “is not over” as long as Iran retains enriched uranium and active nuclear capabilities.
In parallel, The macroeconomic front could also limit market enthusiasm. The latest US employment report showed the creation of 115,000 jobs, well above the 65,000 expected. This reinforced concerns about possible tighter monetary policy by the Federal Reserve, a scenario that has historically pressured risk assets, including bitcoin.
For now, the market seems to be reacting calmly to the possibility of a de-escalation in the Middle East. However, continued momentum will depend on whether the negotiations produce concrete progress and whether US monetary policy does not deteriorate risk appetite again in the coming weeks.