U.S. President Donald Trump recently posted on Truth Social, openly stating that he will not restrain the development of Artificial Intelligence (AI) and Superintelligence (SI). He likened today’s AI-apocalypse narratives—similar to past exaggerated issues in public opinion—explicitly noting that the industry’s potential could even surpass the Industrial Revolution and the Internet era. He also reiterated that the United States must maintain an absolute leading edge over China in the AI race. Meanwhile, SpacexAI immediately followed with the release of Grok 4.7, which features double the reasoning speed and a 50% reduction in costs, creating a dual resonance between policy expectations and breakthroughs in underlying compute power.
From a macro fundamentals perspective, a top-level, comprehensive loosening of AI regulation has completely alleviated long-term concerns that institutional capital might face policy obstacles to innovation. Against the backdrop of an interest-rate-cut cycle, the AI sector’s productivity leap further strengthens the market’s deflationary growth expectations. Compared with the market’s prior excessive worries over overvalued tech stocks, the clear policy tone provides ample room for incremental liquidity to flow in going forward.
For traditional financial markets, this statement directly injects renewed confidence into technology-weighted stocks. Technical patterns in both the Nasdaq index and the AI compute-power supply chain continue to look favorable. As high-efficiency, low-cost models such as Grok 4.7 are increasingly rolled out, the capital expenditure conversion rate will rise significantly, further suppressing the risk premium for leading technology firms. Treasury yields are likely to stabilize, and the overall risk-on sentiment shows a strong upward push.
In the crypto market, the accelerated rollout of the AI narrative is generating an exceptionally strong spillover effect of capital. AI Agent–related tokens such as $NEAR and $RENDER , as well as decentralized compute concept tokens, have demonstrated strong buy-side follow-through near key support levels. Liquidity is spreading from traditional tech into the on-chain AI track. With macro risk appetite rising, crypto assets overall are poised to break out structurally under technical resonance. 🚀
#TrumpAI #TechPolicy #CryptoAI
From a macro fundamentals perspective, a top-level, comprehensive loosening of AI regulation has completely alleviated long-term concerns that institutional capital might face policy obstacles to innovation. Against the backdrop of an interest-rate-cut cycle, the AI sector’s productivity leap further strengthens the market’s deflationary growth expectations. Compared with the market’s prior excessive worries over overvalued tech stocks, the clear policy tone provides ample room for incremental liquidity to flow in going forward.
For traditional financial markets, this statement directly injects renewed confidence into technology-weighted stocks. Technical patterns in both the Nasdaq index and the AI compute-power supply chain continue to look favorable. As high-efficiency, low-cost models such as Grok 4.7 are increasingly rolled out, the capital expenditure conversion rate will rise significantly, further suppressing the risk premium for leading technology firms. Treasury yields are likely to stabilize, and the overall risk-on sentiment shows a strong upward push.
In the crypto market, the accelerated rollout of the AI narrative is generating an exceptionally strong spillover effect of capital. AI Agent–related tokens such as $NEAR and $RENDER , as well as decentralized compute concept tokens, have demonstrated strong buy-side follow-through near key support levels. Liquidity is spreading from traditional tech into the on-chain AI track. With macro risk appetite rising, crypto assets overall are poised to break out structurally under technical resonance. 🚀
#TrumpAI #TechPolicy #CryptoAI