Oil prices skyrocket overnight to $114! Bitcoin just took off, and Trump's "Freedom Plan" has already collapsed?

Originally, the market thought the strongest script for 2026 had already appeared.
Trump proposed the "Freedom Plan," with the core logic being:
Suppress oil prices, rescue risk assets.
The effect was immediately evident.
Crude oil retreated, U.S. stocks recovered, Bitcoin surged directly to $80k, and market sentiment instantly shifted from "Financial ICU" to "Nightclub Dancing."
But no one expected the Fouchier oil tank attack suddenly to occur.
Brent crude oil soared directly to $114.
Global capital instantly shifted from "Risk On" back to "Risk Off."
Those who were still shouting "All in BTC" yesterday are already researching bomb shelters today.
The most critical question in the market now is:
How long can Trump's "Freedom Plan" last?
Because the biggest premise of this plan is that energy prices must not spiral out of control.
As long as oil prices stay stable, U.S. inflation pressure can be eased;
As long as inflation eases, the Federal Reserve has room to be dovish;
As long as liquidity remains loose, risk assets can continue to party wildly.
But here’s the problem:
The Middle East has never been a place that follows logic.
Especially after the US-Iran game escalated, the market has started to worry about the risk in the Strait of Hormuz.
About 20% of global oil transportation passes through there.
If the situation continues to worsen, $114 might just be the appetizer.
And the Oman negotiations have now become the global market’s "lifeline button."
If Iran is willing to make concessions on uranium enrichment, oil prices could quickly fall back.
Risk assets will also take off again.
But what if negotiations break down?
Then the market could enter a truly high-volatility phase.
Funds will flow back into the dollar, gold, and safe-haven assets.
BTC may also be pressured in the short term along with risk markets.
Interestingly, though:
More and more institutions are starting to see BTC as a "medium- to long-term anti-inflation asset."
So Bitcoin’s current state is very surreal.
Short-term like tech stocks.
Long-term like digital gold.
As for trading strategies?
The most dangerous thing now is "mindless all-in."
In a highly volatile market, those who survive the longest are not the bravest.
But those with the best position management.
Watch oil prices in the short term.
Monitor Oman negotiations in the medium term.
Look at U.S. liquidity in the long term.
Because what truly determines BTC’s direction this round is no longer just the crypto market.
It’s the entire global energy order. #WCTC交易王PK