The United States plans to unfreeze $20 billion in Iran's assets in exchange for Iran giving up uranium enrichment related activities. The progress of this round of Iran US peace talks has exceeded expectations, and the expectation of easing geopolitical conflicts has significantly increased. Affected by the cooling of geopolitical risks, crude oil prices have fallen and fallen below the $90 mark. At the risk asset level, BTC relies on the positive news of geopolitical easing to make a strong impact on the annual strong resistance range of $76000-77000. However, there has been no substantial change in the long-term liquidity environment of the overall market, but short-term sentiment has significantly recovered, and the upward driving force of the market is sufficient. At the same time, some counterfeit currencies were the first to experience abnormal movements, opening up a market frenzy ahead of schedule. A few days ago, the transition from an empty position to a semi empty position in stock seems very timely.