Oman hasn't started negotiations yet, but global assets are already going crazy!

The Bitcoin bulls and bears battle has entered "Middle East mode."

In the past, everyone watched the Federal Reserve when trading cryptocurrencies.
Now, it's different.
Global traders have started staying up late to monitor Middle East news.
After the Fuchairah attack, the surge in crude oil prices directly pushed the market into "high volatility mode." Trump’s "Freedom Plan" was forced to pause, and BTC shifted from celebration back to volatility.
Why is the market reacting so strongly?
Because oil prices are no longer just an energy issue, but a global liquidity problem.
The higher the oil price,
the harder it is to reduce inflation,
the harder it is to cut interest rates,
and the more difficult it is for risk assets to rise.
This is the complete chain.
Now, Oman negotiations have become the biggest variable.
If Iran is willing to signal de-escalation on uranium enrichment, the market will quickly reprice.
Oil prices may fall rapidly,
the dollar may weaken,
and BTC could regain strength.
But if negotiations fail, the market will worry:
that Middle East risks will become long-term.
At that point, crude oil may continue to surge, and risk assets will face significant pressure.
My current thinking is very clear:
I don’t predict news,
I just follow the market.
Because right now, it’s a typical case of:
"News-driven more than technical analysis."
Especially since BTC is becoming more institutionalized.
What are institutions trading?
Trading macro.
So don’t just focus on on-chain data anymore.
What truly determines BTC’s direction now might be who drinks that first cup of coffee in the Oman conference room #Gate广场五月交易分享