1. Ceasefire between the US and Iran:

It is unlikely that a formal agreement will be signed this month, but both sides' rhetoric indicates a temporary de-escalation. The markets are already pricing in a reduction of the geopolitical premium, but a complete easing of tensions will take more time.
2. Crypto sentiment in April:
More cautiously bullish. The easing of geopolitical tensions, seasonal liquidity growth, and expectations of the Bitcoin halving( create a positive backdrop, but macroeconomic risks) such as Fed rate hikes and inflation( remain.
3. Sectors for early positioning:
• Meme coins with strong communities — traditionally sensitive to improved risk appetite.
• AI agents and AI infrastructure — the narrative continues to gain momentum.
• L2 and the Ethereum ecosystem — updates and activity in DeFi may receive support.
• Decentralized finance protocols) DeFi( — benefit from liquidity revival and lower interest rates in the future.
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