US Treasury yields officially broke through $40 trillion in government debt—this number sounds like science fiction, but it’s happening every day. Japan is reportedly stepping in to intervene in the FX market, Iran is releasing signals of de-escalation, and Trump is betting on one last chance for negotiations—this is a global macro game of chess, and every move is made while walking a tightrope.
But what really surprised me is that amid all this chaos, AI remains the only clear line of certainty. Will Liang Wenfeng become a milestone figure in China’s AI landscape? People are arguing about it on Zhihu, but data won’t argue back. The DeepSeek series keeps putting out results, and funding votes with its feet—this direction won’t have a second choice in the short term.
On the other side, the Zunjie V800 was launched with prices starting at 766,000 yuan. Huawei has built its way into the ultra-luxury MPV segment, traditional foreign brands are getting slapped down, and the story of domestic substitution is expanding from phones to cars. Honestly, this makes me feel even more strongly that the breakout period for China’s domestic supply chain is only just beginning than any crypto story ever has.
China has formulated five countermeasures against the US. As the geopolitical situation grows more complex, the role of crypto in this dimension is becoming clearer and clearer—it isn’t a safe-haven asset. It is freely flowing digital capital. When traditional financial channels keep getting narrower, the flow of value in the on-chain world will only accelerate.
On the macro front, expectations of the Fed becoming more hawkish have warmed up. That means the path to rate cuts won’t be smooth—near-term volatility is the norm. But if you ask me what I’m most bullish on right now: AI infrastructure-related projects, and those who can truly solve real problems using on-chain data.
Don’t let short-term volatility scare you off. Don’t let macro noise take you off course. Do your own research, and stick to your position discipline. The market always rewards people with patience.
$Binance life, with Binance life—happy life!
#宏观 #AI
But what really surprised me is that amid all this chaos, AI remains the only clear line of certainty. Will Liang Wenfeng become a milestone figure in China’s AI landscape? People are arguing about it on Zhihu, but data won’t argue back. The DeepSeek series keeps putting out results, and funding votes with its feet—this direction won’t have a second choice in the short term.
On the other side, the Zunjie V800 was launched with prices starting at 766,000 yuan. Huawei has built its way into the ultra-luxury MPV segment, traditional foreign brands are getting slapped down, and the story of domestic substitution is expanding from phones to cars. Honestly, this makes me feel even more strongly that the breakout period for China’s domestic supply chain is only just beginning than any crypto story ever has.
China has formulated five countermeasures against the US. As the geopolitical situation grows more complex, the role of crypto in this dimension is becoming clearer and clearer—it isn’t a safe-haven asset. It is freely flowing digital capital. When traditional financial channels keep getting narrower, the flow of value in the on-chain world will only accelerate.
On the macro front, expectations of the Fed becoming more hawkish have warmed up. That means the path to rate cuts won’t be smooth—near-term volatility is the norm. But if you ask me what I’m most bullish on right now: AI infrastructure-related projects, and those who can truly solve real problems using on-chain data.
Don’t let short-term volatility scare you off. Don’t let macro noise take you off course. Do your own research, and stick to your position discipline. The market always rewards people with patience.
$Binance life, with Binance life—happy life!
#宏观 #AI