The Strait of Hormuz is smoking, and the crypto circle is breaking out in a cold sweat!

The recent developments in the Strait of Hormuz are more exciting than many war movies.
U.S. intercepts, Iran strikes back, crude oil surges, BTC plunges— the market seems to be entering a "global asset escape."
Many people ask:
"Isn't BTC supposed to be anti-inflation? Why is it falling like this?"
Because what the market is more worried about now is:
"High inflation + high interest rates."
If oil prices continue to rise due to the Middle East situation, the Federal Reserve's rate cut pace will be completely disrupted.
Then high-volatility assets like BTC will naturally be abandoned by funds first.
Tonight's non-farm payroll report is the key turning point.
If the employment data is poor, the market will start to expect:
"Economy cooling → rate cut begins → liquidity returns."
BTC then has a chance to re-challenge 80k.
But if the data is ridiculously strong, the market might panic sell again.
I am currently neutral to slightly bullish.
Because the market has already priced in many negative factors in advance, and ETF long-term funds have not shown a panic withdrawal.
In other words:
Retail investors are crying, institutions are still watching.
The biggest characteristic of the crypto world is:
When it falls, the whole network shouts zero;
When it rises, the whole network shouts a million dollars.
So, the people who really make money are often not the most emotional ones. #BTC重返8万