BTC suddenly toughened up! After the Middle East situation cooled down, Wall Street started betting on risk assets again

In the past few weeks, what was the market most afraid of?
Not a crash.
It was the sudden escalation in the Middle East.
As a result, at a critical moment, the US and Iran actually showed signals of possibly reaching an agreement.
Even more importantly, Donald Trump canceled the strike plans against Iran.
This move directly caused a major reversal in global market sentiment.
Oil prices retreated;
U.S. Treasury yields fell;
U.S. stocks rebounded;
BTC started to rise.
You’ll find that the relationship between the crypto world and global affairs is becoming more and more like:
“The more stable the Earth, the more excited BTC gets.”
Because Bitcoin is essentially a risk asset sentiment amplifier.
As long as funds dare to take risks, it tends to rise.
As long as the world starts to panic, it’s easily hammered down.
And now, the market suddenly realizes:
The world doesn’t seem that dangerous anymore.
Even more amusing, the oil tanker traffic through the Strait of Hormuz has already recovered to near wartime average levels.
People originally thought an energy crisis was coming.
But it turns out:
“Oil tanker drivers are still working normally.”
So inflation pressures eased.
The market is starting to expect the Fed to be less hawkish again.
Meanwhile, Vitalik Buterin told a new story about ETH:
AI-assisted code verification.
What is the crypto world most afraid of?
No story.
Now, AI, blockchain, and security verification are all in place.
On the other side, Bitwise is more direct.
Continuously accumulating hype with a 10% management fee.
The market begins to suspect:
“Have institutions already caught the scent?”
And what really excites Wall Street is the potential tokenized stock exemption that the SEC might introduce.
This means:
Stocks could be traded directly on the blockchain in the future.
In the past, the crypto world wanted to integrate with Wall Street.
Now, Wall Street is preparing to integrate into the crypto world.
So the biggest risk now isn’t a cold market.
It’s that more and more people are starting to FOMO again. #加密市场下跌15万人爆仓