Trump just saved the market, and the Middle East is "knocking over the table"! Who is the most panicked behind the $114 oil price?


Recently, global markets resemble a soap opera.
Trump just launched the "Freedom Plan," the market was about to pop champagne, and suddenly the Middle East "slapped" the table.
After the Fuchairah oil tank attack, oil prices soared directly to $114.
The capital market instantly changed face.
Yesterday, traders were still shouting "bulls will return quickly," but today they are already looking for stop-loss buttons.
Why is this oil price increase so frightening?
Because the market is not afraid of "expensive oil."
But of "out-of-control oil."
If oil prices only rose slowly, the market could accept it.
But the surge caused by geopolitical conflicts will directly amplify global panic.
Especially now, what is the US most afraid of?
Not an economic recession.
But the "resurgence of high inflation."
The core of Trump's "Freedom Plan" was originally:
To ease inflation pressure through low oil prices.
Now, with oil prices surging in the opposite direction, it’s like the plan was just launched and then slapped in the face by reality.
What’s more troublesome is that the Federal Reserve is also very awkward.
Cut interest rates, fear of inflation.
Don’t cut, fear of the economy.
So recent market sentiment has become so torn.
And BTC’s current position is even more interesting.
It has begun to possess two attributes simultaneously:
Risk asset.
Safe-haven asset.
When market risk appetite is high, BTC behaves like tech stocks.
When geopolitical risks escalate, some treat it as digital gold.
That’s also why BTC has been extremely volatile recently.
Both bulls and bears think they are right.
As for what to do next?
The key depends on the Oman negotiations.
If there are signals of easing between the US and Iran, oil prices are likely to quickly retrace.
BTC and US stocks will have a rebound window.
But if negotiations fail, the market may continue to enter a "high volatility + high panic" phase.
At such times, never imitate the protagonists in movies rushing in blindly.
Because the most dangerous time in financial markets is not a crash.
But when everyone thinks they can catch the bottom for sure.
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MrFlower_XingChen
· hace1h
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