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The more tense the war, the higher BTC rises? The market is playing out a "counterintuitive trend"!
If you still think war = market crash, then you might be behind the latest version.
Iran continues to control the Strait of Hormuz, oil prices soar to historic highs, which should be a collective safe haven for global markets.
But the reality is quite "absurd."
Bitcoin rises 2.01%, altcoins are generally up, and market sentiment is even warming. The only thing pulling back is AI and GameFi—typical "capital retreat at high levels."
Why is this happening?
Three logical points:
① Safe haven upgrade
Energy becomes a weapon, capital seeks "borderless assets."
② Liquidity game
The higher oil prices go, the stronger inflation becomes, the more delicate policy space is, and funds are betting early.
③ Narrative shift
BTC from "speculative tool" → "macro hedge asset."
Looking at WLFI, unlocking tokens early and emphasizing security, essentially is about "stabilizing market sentiment."
And Scott Bessent pushing for regulation is fundamentally paving the way for institutions.
Bitmine's $4 billion buyback is more like saying:
👉 If you hesitate, I’ll just buy it.
The market is rewarding those who "understand the structure," not just "look at the news."
Which type are you? #Gate广场四月发帖挑战