This rebound is riding on the dual boost of CPI positivity + U.S.-Iran reconciliation. $BTC 67,200+, gold 4,370+, silver 71+—all seem to have hit their short-term targets. Next up, with Japan's rate hike + FOMC just around the corner, it's not ideal to keep waiting for higher levels in the short term. Even with widespread skepticism, oil prices haven't continued to dip. These are all signals. For the next wave, I think we should wait until after this week's FOMC meeting, when Walsh speaks and the dot plot is released, before making any moves. After all, this is his debut, and the market still hasn't figured out his playbook. While it's highly likely he won't be too hawkish or too dovish, he'll probably take a steady, neutral path.