ldo

In reality, crypto assets have formed a tech-capital-dollar-crypto synergy with the U.S., where every crypto player is serving a more complex and powerful dollar system.

The core resources of the current crypto industry are almost all deeply tied to the U.S.—ETF funds are in the U.S., dollar stablecoins are in the U.S., AI computing power is in the U.S., chips are in the U.S., cloud computing is in the U.S., institutional capital is in the U.S., and compliance frameworks are starting to form in the U.S., all linking into a super capital circulation system.

The advantages of the U.S. are evident: top universities, venture capital, financial markets, global talent, tech companies, and dollar liquidity. Especially in fields like AI, commercial space, energy, and chips, the U.S. still holds a strong systemic advantage, making it the only country to connect all these strengths into a super capital circulation system.

From a long-term funding structure perspective, it’s not about buying Bitcoin or other crypto; the global youth is implicitly accepting the on-chain dollar financial system.

Having grasped these realities long ago, during the previous CRCL crash, everyone was bearish, but a few big players were scooping up some CRCL. What you’re using isn’t just Bitcoin or other crypto assets; it’s the next-gen world financial future led by the U.S.

$BTC $ETH $LDO #btc #eth #ldo

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Yo, Boss. Is crypto still worth the ride?

From a pure investment perspective, over the past decade, crypto, especially Bitcoin, has been in a bullish market structure 📈.

For the foreseeable future, we will likely remain in a bull market trend. Looking from a bird's-eye view, with the emergence of stablecoins pegged to the dollar, everyone in the crypto space is essentially paying the bill for facilitating low-cost dollar trades. There's a massive influx of growth capital headed into the crypto market.

When the U.S. is strong, crypto is strong, and there are virtually no latecomers in this field that can compete with the U.S.

In sectors like AI, commercial space travel, quantum computing, and nuclear energy, the U.S. remains vibrant and far ahead.

$BTC $ETH $LDO #btc #eth #ldo

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The inflation issue will soon be addressed with the development of artificial intelligence, but it’s more of a pseudo-solution.

AI can help businesses cut labor costs, enhance automation, and optimize supply chains. With AI support, sectors like manufacturing, logistics, and services can boost efficiency and lower unit costs. As the supply of goods and services increases, the pressure on prices might ease. AI can allow for "more bang for your buck," seemingly lowering prices.

While AI reduces costs, new services and smart products may also create demand, potentially driving up prices in other areas. The wealth concentration and capital premiums brought on by AI could lead to rising asset prices, affecting real estate, stocks, cryptocurrencies, and energy, distorting the overall perception of inflation. Relying on tech solutions to tackle inflation without addressing fundamental issues like monetary policy, fiscal deficits, and debt structure will only provide a "surface-level calm." The inflation relief from AI feels more like a "temporary cool down" rather than a complete elimination of inflation's root causes.

In the future, energy will face shortages and high premiums. The computing power and data center demands driven by AI and digitalization will lead to a surge in the need for electricity, clean energy, and rare earth materials. The global capacity for new energy sources like wind, solar, hydrogen, and nuclear won’t be able to fully meet this increased demand in the short term.

High premiums are not only a supply and demand issue but also involve investment returns, policy subsidies, and carbon emission costs. As energy becomes a scarce commodity, it directly impacts industrial costs, transportation costs, and even national fortunes, indirectly creating inflationary pressures.

$BTC $ETH $LDO #btc #eth #ldo

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Feels like domestic media should chat about why the US always manages to successfully bet on seemingly dubious futures throughout history.

In the early days of electric vehicles, no one believed in them; AI was deemed unprofitable for the long haul, commercial space travel was considered crazy, and crypto was initially viewed as a scam. Even AI decades ago sounded like a far-fetched dream, and cloud computing seemed ridiculous at first. Yet, the US capital markets are willing to keep pouring funds into these outlandish ideas, and people like Musk only find success in the US.

Looking at US history, the most outrageous thing isn’t just the willingness to invest heavily in venture capital at an early stage; it’s that this country allows an industry to fail. Many wealthy elites continuously talk about certain sectors, even predicting the demise of the dollar...

If that were said domestically, those rich folks would probably be in serious trouble the same day…

Back in the day in Guangzhou, I saw the city harbor many low-end industries. These industries could easily relocate to places like Northwest Guangdong, but Guangzhou has never given up, even maintaining them to this day. At that time, it felt like Guangzhou lost its vitality and future competitiveness.

The problem in many countries or regions is precisely that the old systems cannot exit, resulting in resources being locked up for a long time. Take North Korea, Iran, and Russia, who have long locked themselves in. If you look closely, the world doesn’t actually hate them that much; they’re just crying in their own little rooms…

$BTC $ETH $LDO #btc #eth #ldo

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