Trump is set to unveil an AI research plan worth over $1 billion at a White House summit.
Sounds exciting, but where will the money come from? Most likely, the same old deficit financing. When the AI narrative can’t lift the Nasdaq, investors have to go back to betting on rate cuts. Until there’s a real change in macro liquidity, this is more narrative fuel than a faucet turning on. Keep a close eye on Treasury yields—that’s the real signal.
$BTC $NVDA #AI #宏观 #FederalReserve
Sounds exciting, but where will the money come from? Most likely, the same old deficit financing. When the AI narrative can’t lift the Nasdaq, investors have to go back to betting on rate cuts. Until there’s a real change in macro liquidity, this is more narrative fuel than a faucet turning on. Keep a close eye on Treasury yields—that’s the real signal.
$BTC $NVDA #AI #宏观 #FederalReserve
