Bitcoin Price Rises Amid Anticipation of a U.S.-Iran Deal and Institutional Buying

Bitcoin prices saw a notable rise during today’s trading, supported by growing expectations of a potential agreement between the United States and Iran, which could lead to the reopening of the vital Strait of Hormuz and ease the geopolitical concerns that have affected global markets in recent times.

These developments have boosted investor appetite for high-risk assets, particularly cryptocurrencies, which has helped support the price of Bitcoin despite continued market caution.

Bitcoin Rises but Remains Below $80,000

Bitcoin’s price rose during today’s trading to approach the $77,500 level, benefiting from improved investor sentiment; however, the world’s largest cryptocurrency continues to trade below the key psychological barrier of $80,000.

This rise comes within the sideways trading range that has dominated Bitcoin’s movement in recent weeks, as investors await clearer signals regarding U.S. monetary policy and geopolitical developments in the Middle East.

Market Optimism Regarding the U.S.-Iran Deal

Expectations of a potential diplomatic breakthrough between the United States and Iran have grown, which has been directly reflected in global financial markets.

Despite the current optimism, uncertainty continues to dominate the political landscape, particularly following remarks by U.S. President Donald Trump, who stated on Sunday that he is in no rush to finalize the agreement, noting that both sides must take their time to reach a sound deal.

Markets are closely monitoring any developments regarding the Strait of Hormuz, one of the world’s most critical maritime channels for oil transport, as any potential de-escalation could reduce the risk of global supply disruptions and bolster risk appetite in the markets.

Large Investors Quietly Accumulate Bitcoin

While retail investor interest wanes, data indicates that large investors continue to gradually and quietly increase their Bitcoin holdings.

The number of entities holding more than 1,000 Bitcoin reached 1,282 as of May 22, marking the highest level this year, indicating that institutional accumulation continues despite current market volatility.

Retail demand for Bitcoin at a multi-month low

On the other hand, retail demand for Bitcoin has fallen to its lowest levels in several months, amid continued caution and anxiety among retail investors.

Apparent demand for Bitcoin also fell on May 25 to approximately -147,000 Bitcoin, the lowest level recorded since December 2025, indicating that the new supply of coins exceeds the market’s current absorption capacity.

Despite these negative signals regarding retail demand, continued buying by large portfolios has helped limit selling pressure and support prices near their current levels.

Analysts view this divergence between the behavior of large investors and retail investors as one of the strongest positive signals since November 2024, which may reflect institutions’ readiness for a new uptrend in the medium to long term.

Bitcoin ETFs Heighten Investor Caution

Recent outflows from Bitcoin ETFs have also contributed to increased market caution, as investors monitor institutional capital flows as a key indicator of the strength of the upcoming trend.

Bitcoin ETFs have been one of the main drivers of the cryptocurrency’s price in recent times, as previous positive inflows helped push Bitcoin to new all-time highs.

Is Bitcoin poised for a new rally?

Many analysts believe that continued Bitcoin accumulation by major investors, coupled with an improvement in the global geopolitical landscape, could give the cryptocurrency a chance to attempt a break above the $80,000 level in the coming period.

However, several factors continue to weigh on the market, most notably:

• Ongoing political uncertainty between the United States and Iran
• Movements in U.S. interest rates
• ETF inflows
• Weak demand from retail investors
• Volatility in stock markets and high-risk assets

Bitcoin Outlook for the Coming Period

Bitcoin’s movements remain heavily tied to global economic developments and central bank policies, as well as investor sentiment toward risky assets.

If global risk appetite improves and institutional accumulation continues, the cryptocurrency may see a new attempt to break through the $80,000 level, while selling pressure may return if caution and low liquidity persist in the market.