Trump’s “Freedom Plan” just stepped on the gas, then was abruptly slammed by the Middle East! BTC bulls: I’ve already put on my pants

During the May Day holiday, the global markets were still immersed in the joy of a “big rebound in risk assets.” The core logic of Trump’s high-profile “Freedom Plan” is simple: suppress energy, stabilize the dollar, and win votes.
The market immediately understood—oil prices fell, inflation eased, expectations of rate cuts increased, and Bitcoin shot up to $80,000 as if it had been injected with adrenaline.
Who knew, the Middle East suddenly played dirty.
After the Fuchairah oil tank was attacked, Brent crude surged overnight to $114.
When Wall Street traders opened their screens in the early morning, they almost thought their computers had switched back to 2022.
BTC instantly changed from “digital gold” to “high volatility scare coin.”
Now, the most critical question in the market is: “How long can the ‘Freedom Plan’ last?”
In plain terms, the biggest fear of this plan is oil prices spiraling out of control.
Because once oil prices stay above $110, U.S. inflation will heat up again like reheated pork.
The Federal Reserve’s originally planned small rate cuts might have to be put back in the drawer.
And Trump is now in a very awkward position.
Continue to suppress oil prices? Need Iran’s cooperation.
Continue sanctions on Iran? Oil prices will keep soaring.
So, Omani negotiations suddenly become the global asset pricing center.
Everyone is now watching one question: will Iran loosen its stance on uranium enrichment?
If they do, the market will interpret it as:
“Middle East risk decreases → crude oil falls back → Fed has room to cut rates again → risk assets continue to party.”
But if negotiations break down, the story gets exciting.
Oil prices keep rising, U.S. bond yields soar, tech stocks fall first, Bitcoin follows with a punch.
At that point, the market will re-enter a risk-averse mode of “cash is king.”
But now, there’s a particularly interesting phenomenon:
Although Bitcoin has pulled back, it hasn’t crashed outright like before.
This shows institutions have started to treat BTC as a “semi-risk, semi-safe-haven” strange asset.
When rising, it’s like Nasdaq.
When chaotic, it’s like gold.
During a crash, it’s like altcoins.
It’s a very complex mental state.
My trading strategy is actually very simple:
First, don’t chase high oil prices.
War sentiment is most likely to create sharp peaks.
Second, don’t blindly short BTC.
Because as long as the market re-trades the “rate cut expectations,” funds will come back.
Third, focus on the Omani negotiation window.
In the next two weeks, it’s very likely to determine the entire summer trend.
The current market is not about bull or bear, but:
“How many hours does the Middle East want traders to sleep?” #Bitcoin stabilizes at $80,000