On January 21, Trump suddenly announced on Truth Social the cancellation of the tariff threat against the EU, claiming it was based on the so-called 'Greenland Framework Agreement.'
If you are still debating whether buying an island is real, then you have completely lost. This is not about geopolitics; it is top-level market sentiment manipulation.
Previously, the market was frantically pricing in the tariff stick on February 1, and risk assets were momentarily suppressed by risk-averse sentiment. Now, the alarm has been lifted, and the locked liquidity is instantly released. For $BTC and $ETH , nothing is more directly beneficial than the 'elimination of macro uncertainty.' The failure of trade war expectations means that the support level for the dollar index DXY has been invalidated, and funds will accelerate their return to high-volatility assets.
The main funds were previously shorting the euro and hedging against macro risks, but now they must be forced to close their positions. This kind of institutional-level 'anxiety of missing out' will directly translate into a violent surge on the market. Don't be fooled by the politicians shaking hands in the news; the core logic on the market has only one rule: Risk-On mode is restarting.
In this wave of reversal, are you in the car, or have you once again become the 'fuel' thrown off the car?
