Brothers, the market has directly reversed.

Trump said on Monday that the actions against Iran will "end very soon" and is also preparing to temporarily ease oil sanctions. Oil prices collapsed instantly, wiping out a large portion of the conflict premium. Bitcoin surged from 66k-67k lows, quickly returning above 70,000 USD, Ethereum up 4%, XRP up 5%, and the total liquidation across the network exceeded 300 million USD.

The core message is: Geopolitical risk has cooled + inflation pressure has eased, directly releasing the suppression of risk assets.

Why this is a real positive.

1. Inflation expectations have dropped sharply. High oil prices were originally the biggest obstacle to the Federal Reserve's interest rate cuts; now that oil prices have fallen, long-term rates have improved, and funds are immediately willing to enter risk assets.

2. Institutional funds have already started accumulating. ETFs still had net inflows yesterday, and big players like BlackRock haven't exited but continue to buy at low levels. The inflow of stablecoins on-chain is also quietly increasing.

3. The structure of Bitcoin holdings has changed. The proportion of institutions and long-term holders is increasing; people are more willing to borrow against their assets rather than selling coins, naturally reducing selling pressure.

Risks that must be closely monitored

1. Geopolitics is not completely over. Trump hasn't provided a timeline, and as long as there are fluctuations, oil prices will rebound, and the market will face another blow.

2. Liquidity remains a major issue. The probability of the Federal Reserve cutting interest rates in March is approaching zero; we can no longer rely on 'expectations' but need real capital inflows.

Short-term judgment indicates a strong fluctuation in the range of 68k-74k. If it stabilizes at 72k, consider increasing positions; if it drops below 68.5k, reduce positions to stop losses. Avoid heavy leverage; controlling positions within 40-50% of total funds is the safest.

Is this wave a short-term pulse brought by geopolitical dividends, or the real starting point for a rebound in 2026? What are your positions? Share in the comments.$BTC #特朗普称伊朗战事接近尾声