Gate News 消息，3 月 9 日，宏观策略师 Mark Connors 表示，如果美国与伊朗的冲突持续数月，战争带来的财政支出增加、债务扩张及利率下行可能为比特币提供利好环境。其分析指出，战争通常需要通过发行更多国债融资，这将增加金融体系中的美元供给，从而削弱现有货币价值，并利好比特币等非美元资产。数据显示，自 2025 年中期以来，美国联邦债务年化增速约为 14%，若这一趋势延续，债务规模可能继续同比增长约 15%。Mark Connors 认为，这种持续的债务扩张本质上是一种"货币稀释"，历史上往往有利于比特币表现。自美国首次对伊朗发动打击以来，比特币价格已上涨约 3.6%。他进一步指出，随着美国政府债务增加并更多依赖短期国债融资，政策制定者未来可能更倾向于降低利率以减少利息负担，而在"利率下降 + 债务持续扩张"的环境下，流动性通常改善，这正是比特币历史上表现较强的宏观背景。
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