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Is a 20-year suspension too harsh? The market is more convinced to "take a breath first"!
If we lay out the options:
"Long-term restriction" vs "Short-term easing"
The market has almost already voted—
Choosing the latter.
Because a long-term agreement implies structural change, while short-term compromise is just a "tactical cooling down."
That's also why the crypto market will rise first:
✔ Sentiment recovery
✔ Risk appetite rebound
✔ Capital flows back into highly elastic sectors
What about the rebound space?
Currently more like the first phase of recovery, not yet in a trending market.
Simply put:
It can still go up, but not straight up all the way.
Allocation ideas:
✔ Crude oil: appropriately reduce positions to lock in profits
✔ Crypto: gradually build positions at low levels
✔ Precious metals: continue holding as a hedge
One sentence summary:
The market is not betting on peace, but on "nothing going wrong."
#加密市场回升