Bitcoin just hit $80k and was hit back to its original form by a "nuclear oil bomb"? The Middle East shot was too fierce!

The recent market movements in the crypto world are like a roller coaster ride. During Labor Day, everyone was shouting "$100k soon," but then a sudden loud bang in the Middle East caused global traders to stay up all night.
After the Fujaira oil tank attack, Brent crude oil jumped directly to $114. Many didn't realize that this is actually a "double-edged sword" for Bitcoin.
On one hand, geopolitical conflicts can boost safe-haven demand, and some funds will buy Bitcoin; but on the other hand, high oil prices mean inflation risks re-emerge, and the Federal Reserve may continue to keep interest rates high. The question is: in a high-interest-rate environment, risk assets are naturally enemies.
So now the market is in a very tangled state: everyone knows the dollar system has problems, but they still have to keep an eye on the Fed's moves.
Trump's "Freedom Plan" is the same. Originally, he wanted to create an illusion of economic recovery through low oil prices, but now oil prices have soared, and the whole plan can only be delayed. Because if U.S. inflation spirals out of control again, election pressure will instantly mount.
As for the Oman negotiations, I think there won't be a real breakthrough in the short term. The reason is simple: both sides need to "perform tough." The U.S. needs to show deterrence to allies, while Iran needs to maintain regional influence. The most likely final result is "limited compromise + long-term game."
In trading, I now prefer a "defensive offense." What does that mean? It means keeping core positions in gold and cash-flow assets, only participating in crypto rebounds in the short term. Because the biggest pit now isn't that the market has no opportunity, but that volatility is too high. You just bought the dip, and then news triggers another explosion.
The most heartbreaking phrase in the market is: the real thing that makes people lose money is never the black swan, but the fact that you think the black swan has already flown away. #比特币站稳8万关口