There are no eternal enemies, only eternal interests. Trump announced a diesel supply arrangement with Putin, where Russia will supply 300,000 tons, 500,000 tons, and 1 million tons of diesel in October, November, and December, respectively. The U.S. will simultaneously ease related sanctions, allowing Russian diesel imports until April next year, while Russia will lift its diesel export restrictions ahead of schedule. The consensus between the two sides is driven by practical needs. The U.S. wants to increase supply to lower transportation and agricultural costs, ease inflation, and reduce election pressures. Russia, on the other hand, needs to expand energy exports, boost revenue, and create room for sanction relief. The U.S. is trading market access for supply, while Russia is trading energy for income and bargaining chips. When the cost of confrontation starts to impact core interests, the foundation for cooperation emerges. For the market, if the additional supply can drive energy prices to continue falling, it will help ease inflationary pressures, create more room for monetary policy, and send positive signals to both the U.S. stock market and the crypto market.