Against the backdrop of gradually easing market sentiment, risk assets are poised for a rebound. The stock market has performed remarkably well, and investors' risk appetite has increased; meanwhile, the commodity markets are showing clear divergence—both crude oil and gold have pulled back, reflecting a temporary easing of safe-haven demand. The US dollar index continues to strengthen, demonstrating the relative attractiveness of dollar assets. This macro pattern shift provides important reference for the allocation of cryptocurrencies and other risk assets, and warrants close monitoring of the market's subsequent developments.