Oil prices surge to $90, but the crypto world is trembling

Recently, international oil prices have been soaring like they've been injected with adrenaline, with U.S. crude approaching $90. Traditional markets might just frown at this number, but the crypto circle usually reacts with panic.
The reason is simple:
Oil price increase → Inflation expectations → Federal Reserve hesitant to cut rates → Risk assets under pressure.
So many traders' thought processes are like this:
Oil prices rise
Bitcoin should fall
Altcoins crash
The logic sounds reasonable, but the problem is—
The market never follows textbooks.
Historically, there have been many periods when rising oil prices coincided with rising risk assets. The reason is simple: strong energy demand usually indicates the economy is still running.
Even more interestingly, while oil prices are climbing, Trump is pushing the CLARITY Act, aiming to provide clearer regulatory guidance for the crypto industry.
This creates a very surreal scene:
Macroeconomic fears are brewing
Policy signals are being sent
Market sentiment chooses to focus only on the first half.
This is the most fascinating part of financial markets:
People are always more sensitive to bad news.
But the rules of capital markets are cruel—
Those who truly make money are often the ones who stay calm amid panic.
So the current market state is actually very much like a swinging pendulum:
Sentiment in extreme fear
Policy gradually clarifying
Funds quietly positioning
The only question left is:
When everyone becomes optimistic again,
Will the prices have already risen enough?#原油价格飙升