The market continues to revolve around geopolitical conflicts, with oil prices rising steadily; West Texas Intermediate is approaching $76, and Brent is close to $79, indicating that there are still no signs of easing in the Middle East situation. Although Powell believes the impact on inflation is short-term, investors remain cautious; Trump stated he will decide within two weeks whether to negotiate with Iran, forming a 'last ultimatum' similar to the pressure applied to Russia last time; while Putin expressed a willingness to initiate peace talks after the airstrike on Kyiv, complicating the situation further.

In the Bitcoin market, the U.S. stock market closure has caused liquidity to resemble that of the weekend, with trading primarily concentrated on short-term speculative funds, while old users remain unaffected and sentiment is stable. Currently, the support in the $93,000–$98,000 range is solid, but above $104,000–$105,000, over 1.2 million coins have been broken through; if the accumulation continues until the unit price exceeds one million coins, the market may face a critical point for directional breakthroughs, and risks are gradually increasing.