Bitcoin suddenly "Middle Easternized" after surpassing $80k! Traders are starting to study the Strait of Hormuz map

Previously, those trading BTC studied on-chain data.
Now it's different.
Everyone is beginning to research:
Oil tanker routes,
The Strait of Hormuz,
Oman negotiation timelines.
Because the market has suddenly realized that Bitcoin is increasingly resembling a global liquidity asset.
Trump's "Freedom Plan" originally pushed market sentiment to the max. Everyone thought:
Oil prices would fall,
The Federal Reserve would loosen,
The dollar would weaken,
BTC would continue to soar.
But then the attack on Fuchairah was like a cold shower.
Crude oil surged directly.
And what does BTC fear the most?
The most feared scenario is the dollar and U.S. Treasury yields rising together.
Because that means global funding costs are becoming expensive again.
Now many are asking:
"Will Iran loosen up?"
I think the key isn't "whether they will," but "when."
Because Iran also needs economic space, and the U.S. needs low oil prices.
Both sides actually have negotiation needs.
But the problem is:
Neither wants to be the first to back down.
So the market is guessing every day.
If Oman negotiations send positive signals, I believe oil prices will quickly fall back to around $100.
At that point, BTC is likely to challenge new highs again.
But if the situation escalates and crude oil continues to push toward $120, global risk assets will be very uncomfortable.
Even AI concept stocks might be dragged down.
My current strategy is very "timid":
Small positions.
Low leverage.
Waiting for the direction.
Because in the face of geopolitical issues,
any technical indicator is like astrology. #比特币站稳8万关口