#美联储回购协议计划 Trump's "Progress" Remarks Trigger Rebalancing in the Crypto Market

Yesterday, Trump mentioned "significant progress," immediately triggering a nerve response in global capital markets. On the surface, this appears to be a signal of potential easing in the Russia-Ukraine situation, but the deeper impact on the cryptocurrency market is truly worth exploring.

Superficial Good News, Hidden Risks

In the past two years, the crypto market has seen a surge of geopolitical risk-averse capital. When conflicts are tense, investors seek refuge in non-sovereign assets like Bitcoin and Ethereum. However, once peace signals become clear, this capital will immediately "turn around." History shows that after each easing of international tensions, markets undergo reallocation of funds. Large capital has already been repositioned in the shadows; seemingly positive news may just be a smokescreen released by major players before significantly building positions.

Rotation Opportunities

The withdrawal of war-related funds does not mean capital will leave the crypto market entirely, but rather that it will flow into different areas. The upcoming wave is likely to focus on tokens with real-world applications, such as "global reconstruction" infrastructure, cross-border payment protocols, and decentralized reserve assets. Historical data indicates that after the last regional conflict eased, tokens in these categories saw gains of up to 300%. The pattern is clear—the investment logic during construction cycles far outweighs that during risk-avoidance periods.

Critical Turning Points

Most people are still debating whether peace is a good thing, but the real opportunity lies in this being a key turning point for global capital flows. Safe-haven funds are cautious like wolves, while reconstruction funds are more aggressive like tigers. When reconstruction capital enters, it will first impact small coins without real-world scenarios or only conceptual stories. In other words, altcoins lacking fundamental support will be the first to be eliminated.

Three Steps for Position Adjustment

1. Immediately reduce holdings of war-themed tokens during rebounds—these tokens are fading out.

2. Gradually allocate to mainstream coins related to infrastructure and payments—these will be the main players in the next cycle.

3. Maintain sufficient stablecoin positions—avoid full positions; the best entry points often appear during dips.

The Essence of the Market

News is short-term noise; cycles are the long-term melody. While most celebrate peace as good news, rational investors should observe the true flow of funds. Be alert when greedy, and brave when panicked. $ETH and other top assets remain the most solid choices during this rotation.