Has the US finished its war? Or is it starting to regret it?
On March 13, a thought-provoking voice emerged from Trump's inner circle. David Sacks, the "crypto czar" personally handpicked by Trump to oversee AI and encryption policy, stated on the All-In Podcast that the United States should "declare victory and then withdraw."
He warned that if the fighting continued, the outcome would be catastrophic.
What is he afraid of?
The subsequent developments described by David Sacks sound really scary.
He stated that if Iran were to retaliate, its most direct targets would be the oil facilities and desalination plants in the Gulf states.
The Arabian Peninsula has a population of approximately 100 million, whose drinking water comes from desalination. If this infrastructure is attacked, the consequences won't be just increased electricity or soaring oil prices; people will go without water. This isn't an escalation of war; it's a humanitarian crisis in the Middle East.
If we continue fighting, we will not only lose the war, but also the stability of the entire Middle East, then global energy, and then everyone's wallet.
Therefore, his position is very clear: the United States should find a loophole to reach a ceasefire agreement, and once the agreement is reached, it should leave.
What does this have to do with your Bitcoin?
Following the outbreak of this conflict, BTC briefly fell below $63,000, and the entire crypto market contracted. However, after Trump issued a "victory signal" on March 13, BTC immediately rebounded, approaching $74,000, with a single-day increase of over 5%.
The market doesn't care who wins the war; it only cares when the conflict will end.
David Sacks' public call to withdraw is essentially pushing the ceasefire further in that direction. Analysts say that if a ceasefire in the US actually happens, BTC could potentially surge to $72,000 to $80,000.
The phrase "The Tsar said stop fighting" has a more direct impact on market conditions than many on-chain data.
Of course, Trump himself has not explicitly announced a ceasefire. David Sacks is a White House advisor, not a military expert, and not a decision-maker. But the fact that he's willing to say this on a public program is a signal in itself; some people within the White House are already calculating the costs of leaving.
Has the US regretted its decision? Who knows? Anyway, the Trump family can still short money shorting.
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