Trump wants to save the market, but oil prices are the first to "rebel"! Wall Street enters the hardest mode

Currently, the biggest headache on Wall Street is not the AI bubble, nor U.S. debt, but:
The Middle East is once again making headlines.
Previously, Trump proposed the "Freedom Plan," with a very clear core goal:
Lower energy costs,
Stabilize inflation,
Stimulate market risk appetite.
So the market started frantically trading the "cut interest rates + bull market" script.
Bitcoin broke through $80k, tech stocks in the U.S. stock market surged, and many traders are already celebrating in advance.
As a result, after the Fuchaira incident, the market suddenly realized:
"The script might have changed."
Brent crude oil surged to $114, and expectations for the Federal Reserve to cut interest rates clearly cooled down.
Because rising oil prices mean inflation risks are rising again.
At this point, market logic becomes particularly tangled:
The economy needs easing,
But inflation does not allow easing.
So global assets are entering a "high volatility era."
Will Iran loosen its stance in the Oman negotiations?
I think:
It will release some signals of easing,
But will not fully concede.
The reason is very practical.
Iran needs to maintain strategic leverage;
The U.S. needs to stabilize the energy market.
Both sides will try to keep the situation within a "dangerous but controllable" range.
So, in the future, the market is likely to fluctuate back and forth.
What is most likely to happen in this kind of market?
"Back-and-forth face-slapping."
Today surges,
Tomorrow crashes,
The day after, V-shape recovery.
Therefore, the most important skill in trading now is not prediction, but patience.
My strategy:
First, avoid heavy positions chasing highs.
Second, divide positions into "long-term" and "short-term" parts.
Third, in the short term, prefer gold and defensive energy assets.
Fourth, if Bitcoin can maintain strength in a high-volatility environment, it will be easier to attract institutional long-term funds later.
Many people always think trading is a technical skill.
But in reality, the true experts are more like emotion management masters. #比特币站稳8万关口