#美以伊冲突升级

The computing power war ignites the crypto world! Iran strikes directly at the US tech base, how will the crypto market move?

The US-Iran conflict has completely shifted from traditional battlefields. Iran uses drones to target Amazon and Microsoft data centers in the Middle East, cutting off the computing power backbone that supports US military AI intelligence. This operation directly hits the nerves of global finance and the crypto market. Last Friday, Amazon plummeted 2.6%, and Microsoft fell 0.42%. Tech stocks led the decline, followed closely by intense volatility in the crypto space.

The core turning point of this conflict is: war shifting from missile confrontation to a battle of computing power and infrastructure. The US relies on AI models like Claude for precise positioning, depending on real-time cloud data center computations; Iran directly targets the root of computing power, effectively severing the US military’s digital nerves. Destroying data centers impacts cloud services, AI models, cross-border payments, and on-chain nodes, making the crypto market—an all-weather high-risk market—the most immediate responder.

From the market perspective, expect short-term panic selling, medium-term risk aversion, and long-term restructuring.

After the news spread, BTC quickly dropped, ETH weakened simultaneously, and widespread liquidation of contracts across the network occurred, with altcoins falling 3%-8%. The first reaction from funds was “cash is king,” shifting from high-risk assets to gold, USD, and stablecoins. The “digital gold” safe-haven property of Bitcoin short-term lost effectiveness, more resembling a tech stock decline linked to broader market movements.

The upcoming trend is quite clear:

1. Short-term (1-3 days): Mainly wide-range fluctuations. Iran has announced continued attacks on US tech data centers, with repeated negative shocks. BTC is likely to fluctuate between 62,000 and 68,000 USD, ETH between 1800 and 2000 USD. High leverage will be repeatedly liquidated; it’s advised to reduce leverage and avoid chasing longs or shorts.
2. Medium-term (1-2 weeks): If the conflict does not escalate fully, a rebound from oversold conditions may begin. Institutions may buy on dips, and spot ETFs could provide support. BTC could return to above 70,000 USD; if the situation worsens, with rising oil prices and inflation, it will reinforce Bitcoin’s value as a non-sovereign asset, making dips opportunities for phased accumulation.
3. Sector differentiation: Computing power, cloud chains, privacy coins, and stablecoins are relatively resilient; meme coins and high-valuation altcoins will be abandoned by funds, spreading the bear market effect.

As ordinary players, this time reveals the truth: in the face of geopolitical black swans, the crypto world is not an island. When tech stocks fall, crypto follows; data centers are bombed, and the computing power sector faces pressure; escalation of conflict leads to safe-haven funds flowing into BTC. We seem to be trading coins, but in reality, we are paying the price for great power games.

Remember three key points for operation: don’t gamble on news in the short term, anchor support levels in the medium term, and hold onto mainstream assets in the long term. Don’t be swayed by extreme emotions; the more chaotic geopolitics become, the more you need to protect your positions and rhythm.

Finally, a reminder: with the situation unclear, keep positions light, set stop-losses, and stay away from high leverage. When the conflict’s turning point appears, then boldly seize the certainty opportunities.