Last night, Ethereum's price movement was quite outrageous. It remained stable around 3000 until midnight, then suddenly a large bearish candle smashed the price down to 2864, catching many off guard with the sharp decline. The turning point came in the early morning— a key figure posted two major pieces of information on social media, directly reversing market sentiment.

The first piece of news involved a preliminary agreement on negotiations in the Arctic region, and more importantly, hinted at a delay in the original tariff policy scheduled for February 1. This information immediately triggered market reactions, with Ethereum soaring 4.32% within an hour, with the price even touching around 3070, and now hovering around 3020.

The subsequent second piece of information was equally noteworthy—mentioning a preference for a style similar to a historical Federal Reserve chairperson. This figure was known for raising asset prices through long-term easing policies, which ultimately led to a bubble burst, but did indeed generate considerable asset appreciation during the process. This comment implied that future policies might continue to maintain a low-interest environment or even adopt expansionary measures.

From a market logic perspective, the policy expectation shifted from tightening to easing, risk aversion cooled down, incremental funds reallocated to risk assets, and cryptocurrencies, as high-risk assets, immediately absorbed capital. However, it’s important to recognize that such reactions are often based on expectations rather than actual implemented policies. The true sustained trend depends on subsequent specific agreement details and the progress of personnel appointments. Short-term "talking market" and long-term fundamentals are two different things.