SamiJ3

据福布斯报道， Elon Musk 再次警告美国正走向债务危机，这可能推动比特币价格大幅上涨。 Musk 在接受采访时表示，"比特币基于能源，你无法立法管制能源",并预测未来"货币作为概念将消失"，能源将成为唯一的"真正货币"。目前美国债务已超过38.3万亿美元， Musk 指出美国货币供应量大幅增加，年度赤字约2万亿美元。他预测人工智能发展将在三年内推动商品和服务产出超过通胀率，可能导致通缩和利率归零。
{future}(BTCUSDT)

Something wild is happening right now, and most people are just ignoring it.

The global money game is quietly being rewritten.

Everyone keeps saying “Relax, everything’s normal.”

Meanwhile, the fiat system looks like it’s about to collapse.

Most won’t believe it until it’s already over.

But the people pulling the financial strings?
Yeah… they see it and they’re already prepared.

How do we know?

Because they’re quietly sprinting toward the exit, and that exit is gold.

Central banks aren’t buying dips; they’re buying vaults. Mountains of bullion.

They’re swapping paper promises for the one thing that doesn’t care about interest rates, elections, or spreadsheets: hard money.

To understand why, look at Japan, a big warning sign.

For years, Japan kept interest rates glued to the floor, hoping cheap money would magically bring growth.

Investors saw the trick and used Japan as a low-rate ATM, borrowing cheap yen and sending that money around the world chasing better returns.

Great for global markets. Terrible for reality.

Because yield curve control comes with a price tag. A big one.

You can manipulate bond yields with a keystroke, but you can’t print oil.

You can’t conjure copper.

You can’t manufacture energy out of thin air.

Eventually, the real world pushes back.

And inflation is that push.

Japan hit that wall. Hard.

After years of negative rates, they had to let bond yields explode upward just to keep their currency from evaporating.

Now their 10-year yield looks like it strapped itself to a SpaceX rocket, right as Japan holds the highest debt-to-GDP on Earth.

And while everyone in the U.S. is begging the Fed to bring back QE or slap on its own version of yield curve control, maybe, just maybe, we should take a second and ask:

If Japan followed that exact playbook and ended up with runaway inflation… why do people think it’ll magically work in America?

Fiat doesn’t last forever.

Debt can’t stay cheap forever.

Artificially inflated assets don’t stay inflated forever.

Stocks built on cheap borrowing and endless buybacks?

They don’t look nearly as shiny when debt gets expensive again.

But here’s the curveball:

Gold is quietly outpacing the Nasdaq this year, despite the AI hype machine running at full volume.

That’s not an accident. That’s your alarm clock.

Sure, the Treasury and the Fed can pump your stock portfolio full of Monopoly money to make you feel richer…

but measured against hard assets, equities are already bleeding.

When things get real, the scoreboard isn’t measured in dollars.

It’s measured in energy, commodities, and money that can’t be printed with a mouse click.

If the Fed goes down the yield-curve-control road, smart money will look at Japan and see the final chapter before it’s written.

They’ll understand that the system is drifting toward a reset. A big one.

Gold has survived every monetary reset humanity has ever attempted.

And Bitcoin?

It’s the new kid with something the old system fears: true scarcity backed by real energy costs.

But until we see a steady, official buyer stepping in, until it gets the “central bank treatment”, Bitcoin’s road is going to be volatile.

Ugly at times. Necessary in the long run.

I’m prepared for chaos before clarity.

Because that’s how every reset looks from the inside.

And whether people realize it yet or not…
we’re living inside one.