Trump just saved the market, and the Middle East is "throwing a fit"! Who is most panicked behind the $114 oil price?

Recently, global markets resemble a TV drama.
Trump just launched the "Freedom Plan," the market was about to pop champagne, and suddenly the Middle East "slammed" the table.
After the Fuchairah oil tank attack, oil prices shot straight up to $114.
The capital markets instantly changed their tune.
Yesterday, traders were still shouting "bulls will return quickly," but today they are already looking for stop-loss buttons.
Why is this oil price surge so frightening?
Because the market is not afraid of "expensive oil."
But of "out-of-control oil."
If oil prices just rose slowly, the market could accept it.
But a sudden spike caused by geopolitical conflict will directly amplify global panic.
Especially now, what is the U.S. most afraid of?
Not an economic recession.
But the "resurgence of high inflation."
The core of Trump's "Freedom Plan" was originally:
To ease inflation pressure through low oil prices.
But now, with oil prices surging in the opposite direction, it’s like the plan was just launched and then slapped in the face by reality.
What’s more troublesome is that the Federal Reserve is also in a tricky spot.
Cut rates, and they fear inflation.
Don’t cut, and they fear the economy.
That’s why recent market sentiment has been so torn.
And BTC’s current position is even more interesting.
It’s starting to have two attributes at once:
Risk asset.
Safe haven asset.
When market risk appetite is high, BTC acts like tech stocks.
When geopolitical risks escalate, some treat it as digital gold.
That’s also why BTC has been so volatile lately.
Both bulls and bears think they are right.
As for what to do next?
It mainly depends on the Oman negotiations.
If there are signals of easing between the U.S. and Iran, oil prices are likely to quickly retrace.
BTC and U.S. stocks will have a rebound window.
But if negotiations fail, the market may continue into a "high volatility + high panic" phase.
At such times, never try to hard-challenge like the protagonists in movies.
Because the most dangerous time in financial markets is not a crash,
but when everyone believes they can hold on till the end.