Negotiating while imposing sanctions? Market: I'll rise first out of respect!

This wave of market movement on April 14th is a bit like a suspense drama:
On one side is a maritime blockade, on the other diplomatic negotiations, but the market's reaction is—
Rising first, then talking.
The DeFi sector rose 5% in 24 hours, indicating that funds have already started "betting on expectations."
Why?
Because the market's favorite is not the outcome, but—
"Potential improvement."
So the question is: Will the other side make concessions?
Realistically speaking, a large-scale concession is unlikely, but a "short-term compromise" is possible. Because both sides are under pressure:
✔ One side needs to ease the situation
✔ The other side needs to stabilize the market
So what is more likely to happen is:
Not a complete resolution, but a "cooling down" first.
Where is the rebound ceiling?
Short-term focus on sentiment, medium-term on realization.
If negotiations make progress, the market can continue to rise;
If there is a sudden reversal, the pullback will be quick.
Recommended allocations:
✔ Crude oil: strong in the short term, but don't chase highs
✔ Cryptocurrencies: emotional recovery, can be phased in
✔ Precious metals: reserved as a hedge
One sentence summary:
The market is betting on "things not getting worse," rather than "getting better immediately."
#加密市场回升