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20 years pause? Or just taking a breather first? The market has already helped you choose the answer!
If you really want to ask: Will Iran accept long-term restrictions?
The answer is very realistic—
Short-term negotiations are possible, long-term is very difficult.
Because long-term means structural concessions, while short-term is more like a "tactical adjustment."
The market has actually already given the answer:
It's not betting on a long-term agreement, but on a "phase of easing."
That's also why the crypto market is the first to rebound.
Because it is the most sensitive and emotional.
The rise in the DeFi sector indicates what capital is doing:
Betting on "liquidity improvement + risk reduction."
But here’s a key point:
Rebound ≠ reversal.
How to see the ceiling?
✔ First layer: technical rebound level
✔ Second layer: emotional high point
✔ Third layer: fundamental confirmation
Currently, it’s most likely between the first and second.
How to adjust the allocation?
✔ Crude oil: reduce a bit at high levels
✔ Crypto: add a bit at low levels
✔ Precious metals: do nothing, as insurance
To sum up:
The market is not waiting for an agreement, but trading the "possible easing." #加密市场回升