Just a few hours ago, Trump announced at Davos that he would cancel the threat of tariffs on Europe set to take effect on February 1. This sudden shift actually conceals three layers of logic you must see through.

First is the policy expectation reversal trade. The tariff panic triggered by the Greenland dispute previously caused a fierce sell-off in US and European stocks. But as Trump announced the "Arctic Cooperation Framework" and explicitly excluded the possibility of forceful seizure, market confidence instantly recovered. The Nasdaq and semiconductor sectors (like Nvidia, AMD, and other chip giants) led the rally. In simple terms, the market dominance in 2026 will be in the hands of policy game-playing.

Looking deeper, this isn't a peace agreement at all; it's essentially an asset exchange. Although Trump withdrew tariffs, he gained mining rights and priority in defense deployment in the Arctic region. Using trade leverage to exchange for hardcore geopolitical assets—that's the real intention. Rare earth minerals, military industrial chains, and even energy tokenization in the RWA track are the true positive indicators moving forward.

The transmission to the crypto market is very direct: macro uncertainty decreases, risk appetite will rebound. After the news was released, BTC indeed showed a clear one-hour upward movement. As liquidity pressure eases, funds are flowing back into high-elastic small-cap coins.

But here’s a deep warning: "Twitter-style governance" policies are extremely unstable. The current framework could change at any moment before the official executive order is implemented. On-chain capital flows are the only belief for the 2026 market. Don’t be blinded by the rebound from positive news; beware of the retracement trap after the "good news" is exhausted, and avoid getting wrecked in irrational all-in bets.