Bitcoin didn't lose to the bears, it lost to oil tankers! Middle Eastern drama is more exciting than K-line charts.

Recently, BTC investors finally realized:
It turns out the biggest "whale" isn't a whale, but Middle Eastern oil tankers.
Trump's "Freedom Plan" initially successfully put the market into an optimistic mode. As a result, after the Fuchairah incident, crude oil prices surged, and global market sentiment instantly shifted.
What does this shift resemble?
Like you just prepared to get a mortgage loan,
and the bank suddenly informs you:
Interest rates have doubled.
The market is now worried not about short-term oil prices, but:
Whether high oil prices will persist.
If they do, global inflation will worsen again.
And once inflation worsens, the Fed's rate cut expectations will continue to be pushed back.
This is definitely not good news for BTC.
Because this year's Bitcoin rise is fundamentally driven by liquidity trading.
Many say:
"Halving is the core."
But the reality is,
without easing expectations,
halving alone is hard to sustain a super bull market.
Now all focus is on Oman.
To put it simply:
Oman negotiations determine oil prices,
oil prices determine interest rates,
interest rates determine BTC.
This has already formed a chain reaction.
My current strategy is relatively conservative:
Not fully invested.
Not betting on news.
Waiting for the market direction to become clear.
Because the most terrifying part of geopolitical situations is:
You never know when the next piece of news will come.