Did the world change after waking up? The US and Iran shake hands and make peace, BTC returns to $65,000, and the crypto market finally gets a “spring breeze”?

On June 14, the market received a long-awaited big gift.
The US and Iran have officially reached a peace agreement, with a permanent ceasefire and the Strait of Hormuz reopening.
Once the news broke, global assets collectively staged a “major emotional rebound.”
Crude oil plunged.
Gold strengthened.
Bitcoin, like a student on summer vacation, charged back up to $65,000.
Many investors sighed:
Yesterday, they were avoiding risk; today, they’re starting to embrace risk again.
How long can the US–Iran agreement hold?
In my view, short-term stability has reached 75 points.
Although the Middle East situation has never lacked episodes, at least the black swan the market fears most has been temporarily lifted.
The biggest significance isn’t that the war has ended.
It’s that uncertainty has decreased.
Capital fears war the most.
Yet it loves certainty the most.
What about BTC?
After it returned to $65,000, market sentiment clearly recovered.
If funds continue to flow back, $67,000 to $70,000 could become the next target.
Of course, a bull market is never a straight-line climb.
Volatility still remains.
My allocation approach
BTC: Continue to be bullish;
Gold: Use it as a safe-haven core position;
Crude oil: Cautious for now.
After all, the biggest enemy of oil prices is often peace.
#比特币反弹