Trump has spoken again, saying that Putin and Zelensky will achieve peace, and the second meeting is more important. This political drama directly affects the market.

In my opinion, this sounds like an attempt to cool global risk aversion, combined with his previous comments about perfect inflation and nearly zero inflation, it feels like a big move to stabilize the economy.

On the crypto side, BTC broke $117,800 but fell 3%, and the market is highly volatile.

Additionally, considering the Federal Reserve's reverse repos hitting a new low and the Abu Dhabi fund maintaining its IBIT holdings, institutional confidence is strong.

If peace talks succeed in the future, risk assets could explode, with ETH holdings exceeding 10 million coins, accelerating the bull market. It is advisable to pay more attention to geopolitical news.