The easing of US-Iran tensions directly reduces geopolitical uncertainties, and global risk aversion sentiment is rapidly cooling down. Risk-averse funds originally flocking to gold and the US dollar are beginning to flow back into high-risk assets, leading to marginally looser market liquidity. The panic over black swan events in the market has diminished, significantly easing selling pressure on mainstream cryptocurrencies like Bitcoin, laying an emotional foundation for a market rebound and recovery.

The reconciliation between the US and Iran has driven international oil prices lower, directly reducing global inflation pressures. Market concerns over the Federal Reserve maintaining high interest rates in the long term have weakened, and expectations for rate cuts have increased. The low-interest-rate environment benefits crypto asset valuations, reduces opportunity costs for holding positions, and attracts institutional capital to enter the market; meanwhile, the decline in crude oil prices has reversed inflation expectations, helping the market to generally initiate valuation recovery trends.

Market sectors will show clear differentiation: mainstream coins like Bitcoin and Ethereum benefit from improved risk appetite and liquidity, with sufficient rebound momentum; the premium for safe-haven tokens has diminished, leading to capital outflows, while high-quality tracks such as AI and public blockchains at low levels are expected to see a rebound. However, it is important to note that positive news remains subject to uncertainties such as the realization of expectations and repeated negotiations. The geopolitical easing is only a marginal catalyst and cannot change the original trend. Cautious participation should still be based on trading volume and the overall market trend.