QCP analysis indicates that the temporary tariff relief between China and the U.S. has boosted market risk appetite. After a brief pullback, BTC and ETH have stabilized around $103,000 and $2,400 respectively, with ETH showing relative resilience. BTC dominance has fallen below 63%, suggesting signs of capital rotation. Overall market volatility has declined, and ETH may emerge as a key allocation asset in the next phase.