Is the rise of BTC a change in the money logic?

In the future, Bitcoin's price has actually risen above $92,000. If you think it's going against the trend, you must listen carefully to this video. Bitcoin is not rising because of increased geopolitical risks; it's because the money logic has changed. First, let's pay attention to the details. Bitcoin initially actually declined. The real turning point occurred when the market began to realize that the US was not just politically intervening but aiming to control the oil market. Oil prices started to continue falling. If Venezuela's oil is integrated into the US system, the chain reaction is very clear: oil prices will drop, US inflation pressures will ease, inflation will fall back, the Federal Reserve will accelerate rate cuts, and the US dollar will depreciate accordingly. Bitcoin is precisely a liquid asset that reflects the long-term purchasing power of the US dollar. So you will find that this round of Bitcoin's rise is not a typical emotional surge; it is very restrained and orderly. When prices fall, they are immediately bought back; when they dip again, they are absorbed. This indicates that it is not retail investors controlling the market but large funds setting the prices. Looking at the macro environment in 2026, we can see more clearly by examining a few details:
First: ETF funds have returned. In Q4 2025, many institutions withdrew due to tax and risk control reasons. At the beginning of 2026, before the US stock market fully resumes trading, Bitcoin ETF experienced large net inflows, indicating that asset allocation is being proactively planned.
Second: Whale behavior has reversed. Below $90,000, whales are selling. Once the price reclaims a critical level, these large addresses start to buy back, indicating they are confirming the trend.
Third: The hot trend has been cleaned out. Previously, the futures market accumulated a large number of short positions. When triggered by news, slight upward movements can trigger chain stop-losses. This is similar to silver—a structural deleveraging. Does this mean geopolitical uncertainties?