U.S. President Donald Trump recently posted on Truth Social announcing that the U.S. government will do everything in its power to support the development of the artificial intelligence industry, and will under no circumstances allow the field to be “blocked or stifled.” He plans to form an “AI Force” modeled on the U.S. Space Force, and will soon appoint an “AI Czar” to coordinate related matters. Trump emphasized that AI is the next industrial revolution—potentially on a scale that could even surpass the internet. In the future, it may contribute as much as 25% of the United States’ GDP, and the country must remain absolutely ahead in competition with global rivals such as China.
From a macro-strategic perspective, the Trump administration is elevating AI to the core of national security and geopolitical competition, seeking to accelerate technological expansion through broad relaxation of administrative interference. However, this development model—betting massive economic growth expectations (25% of GDP) on a single frontier technology—carries significant risks. In the context of building compute infrastructure, the burden of energy consumption, and excessive capital concentration, blindly pushing for deregulation may inflate industry bubbles in the short term. Whether the existing civil and criminal justice systems can effectively contain the externality risks of technology going out of control still warrants careful observation.
For traditional financial markets, this stance may continue to boost valuation sentiment toward tech giants and expectations for data center capital expenditures in the short term. But in the medium to long term, it could worsen structural imbalances in the market. As investors scrutinize the ability of AI to monetize more rigorously, overly strong policy endorsement may instead delay industry “clearing,” while also driving higher long-term Treasury yields—reflecting fiscal deficits and energy-consumption-driven inflation expectations. Overall, the liquidity environment may face more complicated repricing pressures.
When mapped onto the crypto market, AI-themed tokens and the DePIN track may have seen a short-term narrative-driven sentiment surge, but investors should remain highly vigilant. There are fundamental logical differences between decentralized AI and the centralized national technology strategy led by the White House, meaning macro policy tailwinds cannot directly translate into real cash flows for on-chain protocols. With liquidity not undergoing any substantive easing, investors should guard against the risk of liquidity turning against the market after sentiment spikes, as well as valuation pullback risks.$FET $NEAR
#Trump #ArtificialIntelligence #MacroEconomy
From a macro-strategic perspective, the Trump administration is elevating AI to the core of national security and geopolitical competition, seeking to accelerate technological expansion through broad relaxation of administrative interference. However, this development model—betting massive economic growth expectations (25% of GDP) on a single frontier technology—carries significant risks. In the context of building compute infrastructure, the burden of energy consumption, and excessive capital concentration, blindly pushing for deregulation may inflate industry bubbles in the short term. Whether the existing civil and criminal justice systems can effectively contain the externality risks of technology going out of control still warrants careful observation.
For traditional financial markets, this stance may continue to boost valuation sentiment toward tech giants and expectations for data center capital expenditures in the short term. But in the medium to long term, it could worsen structural imbalances in the market. As investors scrutinize the ability of AI to monetize more rigorously, overly strong policy endorsement may instead delay industry “clearing,” while also driving higher long-term Treasury yields—reflecting fiscal deficits and energy-consumption-driven inflation expectations. Overall, the liquidity environment may face more complicated repricing pressures.
When mapped onto the crypto market, AI-themed tokens and the DePIN track may have seen a short-term narrative-driven sentiment surge, but investors should remain highly vigilant. There are fundamental logical differences between decentralized AI and the centralized national technology strategy led by the White House, meaning macro policy tailwinds cannot directly translate into real cash flows for on-chain protocols. With liquidity not undergoing any substantive easing, investors should guard against the risk of liquidity turning against the market after sentiment spikes, as well as valuation pullback risks.$FET $NEAR
#Trump #ArtificialIntelligence #MacroEconomy