Oil prices plummeted 4%, and BTC took off first! This time, the biggest winner may not be gold

Many people think that gold will fall out of favor after the war ends.
As a result, gold still remains around $4,300, performing quite strongly.
What does this indicate?
Global funds have not left safe-haven assets but have entered a phase of "dual bull markets in risk assets and safe-haven assets."
On one side, BTC has returned to $65,000;
On the other side, gold remains high;
The US stock AI sector is also recovering in sync.
This kind of combination is actually very rare in history.
The underlying logic is simple:
The market is starting to price in future rate cuts.
Falling crude oil prices mean input-driven inflation is decreasing.
Easing inflation pressures expand the Federal Reserve's policy space.
Therefore, funds are beginning to position themselves in anticipation of potential liquidity easing in the next six months.
In this context, BTC and gold are not in competition but more like "dual engines."
Gold is responsible for stabilizing sentiment;
BTC is responsible for boosting returns.
Regarding the future market, I remain optimistic.
If $65,000 can gradually become a support level, then the next phase of market targets could continue to move upward.
Meanwhile, gold may stay high and fluctuate sideways.
The real concern is not rapid price increases but having too light a position.
Sometimes, the most expensive cost in the market is missing out. #比特币反弹