DeFi suddenly explodes? This isn’t accidental—it’s funds “testing the waters”!

When the DeFi sector suddenly climbs by 5%, many people will think:
Is this the start of a new market cycle?
But the more real situation is—
funds are probing.
Why choose DeFi?
Because it’s the most sensitive to liquidity.
Once the market feels “risk has gone down,” funds will flow first into high-volatility (high-elasticity) sectors.
It’s like testing the water temperature:
First, put one toe in.
So what’s the core of the Iran issue?
It’s not the protocol—it’s “stable expectations.”
As long as the market believes the situation won’t worsen, it will keep probing and rising.
Where’s the ceiling?
In the short term, it’s the emotional limit; in the medium term, it’s the continuity of the funds.
The biggest problem right now is:
are the funds short-term, or long-term?
Allocation suggestions:
✔ High elasticity (DeFi): participate with a small position
✔ Stable assets: keep a core holding
✔ Energy: don’t chase highs
In summary:
DeFi is going up, not because it’s the strongest, but because it’s “the most sensitive.”#加密市场回升