Bitcoin skyrockets on Trump’s order! From 74,000 to 77,000 in just 24 hours! Is the dollar being abandoned? The oil settlement pattern is loosening, and Bitcoin’s long-term narrative is quietly escalating

Original author：加密头条

Original source：https://www.youtube.com/embed/mGqeqNkqeO8

The video explains the deep pricing logic of Bitcoin's V-shaped reversal in anticipation of the US-Iran peace agreement from a macro perspective. From May 23 to 24, 2026, Trump announced through Truth Social that the peace agreement with Iran was "basically finalized," including core terms such as the reopening of the Strait of Hormuz. After the news came out, Bitcoin quickly rebounded from below about $74,000 to about $77,000, embarking on a dramatic V-shaped reversal. The article pointed out that the fundamental reason why Bitcoin is highly sensitive to news from the Middle East lies in the triple transmission mechanism: energy prices affect inflation expectations and thus the Federal Reserve’s policy path, the Strait of Hormuz switch reconstructs the risk of supply chain disruption, and the internal tension between Bitcoin’s dual attributes of “digital gold” and “risk assets.” The current market is facing a deep narrative conflict. In the short term, Bitcoin exhibits the characteristics of a risky asset as the Federal Reserve policy changes. In the long term, its supply cap and decentralized attributes give it a gold-like anti-dilution function. This positioning mismatch has led to significant market differentiation in the mid-term direction of Bitcoin. Institutional funds have shown obvious reverse allocation characteristics in this process. ETF capital flows experienced substantial net outflows in the first quarter and then resumed strong net inflows in April. Strategy increased its holdings of Bitcoin by more than $10 billion in a single quarter, and Morgan Stanley launched the first spot Bitcoin ETF for a large U.S. bank. The article puts forward three macro-constraints: the Fed's policy tightening expectations, the pace and intensity of the de-dollarization process in the Middle East, and the evolving direction of the regulatory framework. Finally, it looks forward to three key scenarios - the formal peace agreement between the United States and Iran, the delay in negotiations and the second rise in oil prices, and the accelerated narrative of the disintegration of the petrodollar. It is also recommended that investors pay attention to core observation indicators such as Brent crude oil futures prices and ETF weekly net flow data.