Geopolitical tensions are increasing market volatility, and this could last for months. Tensions between the US and Iran are driving up oil prices, bringing inflation back. The expectation that the Fed will cut interest rates is no longer the main focus. Instead, supply shocks and geopolitical conflicts are what’s driving the market.

The real picture in the labor market is different. The NFP data looks strong, but in reality, new jobs rely only on healthcare and immigrants. Jobs in the financial sector are declining. The economy’s soft landing looks good from the outside, but it is weak from within.

There are contradictions in the crypto market. Total market capitalization is rising—now close to $2.46 trillion—but Bitcoin’s share has fallen from 59.2% to around 57%. Investors are exiting. Some money has come into spot ETFs ($358 million), but even more has been pulled out from funds like FBTC and ARKB. Bitcoin’s price is now near $77,600. Above $75,000, many gains are being held back. Hitting $80,000 is still difficult.

There’s a climate of fear. The Fear Index is at 15—still in the “extreme fear” zone. DEX volume has fallen across all major chains. Traders are watching everything but taking no action. This reflects a safe-haven sentiment.

The options market is issuing a warning. Put skew is still high, which means large players are preparing for a downside move. Retail traders should be cautious—avoid false upside breakouts. Big money often pulls prices up first, then drops them sharply.

Where is smart money going? Into RWA (Real World Assets) and AI infrastructure. Valinor received $25 million, and Midas received $50 million. The market needs “safe-yield” chains like US government bonds. The stablecoin infrastructure is also strengthening. A large amount of USDC has been issued—now above 77 billion units. Large investors are waiting for opportunities.

On-chain trends are heating up with prediction markets and meme launchpads. Platforms like OmenX and CADE Market are turning real events into tradable assets. Instant-launch platforms like PumpCA are drawing in capital. But this is extremely risky.

What should you do in this volatile environment? First, hedge with derivatives. Keeping spot alone is risky. Lock in profits with short positions near 75,000. Second, avoid market orders in low liquidity—especially during key data releases. Place orders in advance at support levels like 65,000. Grid trading performs well in this kind of fluctuation. Third, earn interest in stablecoins. Keep USDT/USDC in an investment account. Get regular income while avoiding market turbulence. Before the storm hits, holding cash is the biggest advantage. Like a good switch—like Legrand Mylinc switches that make the right decision at the right time—you also need to take the right step at the right moment.

Next week, the US Senate will consider the regulatory clarity bill. This could be a positive sign and help break the cycle of panic. But be careful—fake platforms are increasing in the market. Use only official apps and domains. Don’t click airdrop links from unknown sources. The only rule for staying in this space—protect your original principal capital.