The Middle East Powder Keg is reignited! This time, why is Wall Street more panicked than the crypto world?

In the past, everyone thought the crypto market was the most exciting, but now they realize that what truly keeps the global markets awake at night is oil.
After the Fujaira attack incident, crude oil prices surged directly. Many people ask: why is Wall Street reacting so strongly? Because high oil prices will directly change the logic of global capital.
Originally, Trump's "Freedom Plan" was a typical "risk asset engine." Low oil prices meant low inflation, low inflation meant expectations of rate cuts, and rate cuts would boost tech stocks and Bitcoin.
But now the plot has reversed. The higher oil prices go, the less the Fed dares to cut rates; the more hawkish the Fed becomes, the more the market panics.
As for the Oman negotiations, it’s no longer just about Iran’s nuclear issue, but also about global capital sentiment. Because now, what the market fears most is not the conflict itself, but the "uncertainty being extended indefinitely."
If negotiations fail, oil prices could continue to stay high. At that point, aviation, logistics, and manufacturing will come under pressure, while energy companies will continue to profit.
Many people are still dreaming of a full-blown bull market, but the reality is: the market has already begun "structural differentiation." Energy, gold, and military industries are growing stronger; high-valuation growth stocks are starting to cool down.
My trading strategy is conservative: no full positions, low leverage, and no chasing emotional peaks. Because in high-volatility cycles, surviving steadily is more important than short-term wealth.
Right now, the market is very much like the sea before a storm: there’s a rebound on the surface, but underneath, there are all kinds of undercurrents.