#俄乌冲突即将结束?
【Hope for Ukraine Ceasefire Impacts Defense Stocks, Risk Aversion Logic May Shift to Crypto】
📰 Trump Promises to Promote Meeting Between Russian and Ukrainian Leaders, Boosting Market Expectations for Cooling Conflict. European defense concept stocks are experiencing concerns about a pullback due to waning risk aversion sentiment.
As traditional risk aversion logic weakens, some funds may seek new allocation directions:
🔸 Gold remains a traditional choice
🔸 Cryptographic assets such as Bitcoin may regain attention under the narrative of 'digital safe haven'
📊 As geopolitical risks intertwine with policy expectations, asset rotation will accelerate. For the crypto market, such macro variables are often important emotional catalysts.