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Fujairah makes a loud bang, causing traders worldwide to lose sleep! BTC bull market suddenly hits the brakes
What are the most feared things in the financial markets?
It's not bad news,
but "sudden bad news."
The attack on the Fujairah oil tank is a typical example.
The market had already started to celebrate the "low oil price era" in advance, but overnight, crude oil surged, and all risk assets immediately shifted to safe-haven mode.
BTC started oscillating from the high of $80k, and many longs were directly educated.
Actually, the logic is now very clear:
Oil prices determine inflation,
Inflation determines interest rates,
Interest rates determine BTC.
So don’t just talk about on-chain ecology every day; what really influences the market is macro liquidity.
Why is the Oman negotiations key?
Because this is currently the only way to ease energy risks.
As long as Iran shows a little goodwill, the market will immediately think:
"Middle East risk is decreasing."
And once risk drops, funds will rush back into risk assets.
But the problem is,
Iran also knows what the market fears.
So in the coming weeks, market volatility could be very exaggerated.
I now think:
The most profitable people this year,
May not be those who predict the direction most accurately,
But those with the best position management.
Because in this kind of market,
Surviving is more important than riding to the end. #比特币跌破8万美元关口