The brothers at the 79000 settlement price have made it through. The trend of everything going on-chain is irreversible, with traditional social media and financial giants connecting stablecoins and on-chain assets. There isn't much pressure on the upcoming market; on the contrary, it feels like a great era.

It's about time to take a dip; those brothers at 79000 can hold on as much as they can.

1. Trump's global investment pull + raising tariffs aims to raise funds for the U.S., but the amount raised is far from enough.

2. The speed of cash burning in the AI mega cycle is too fast; the world has now entered the AI infrastructure era, and the funding needs are astronomical.

3. The government shutdown + the expansion of the fiscal gap after the restart is obvious without extensive estimation; the U.S. finances are already strained.

4. The reserves of the U.S. banking system have dropped to a five-year low; banks are the oxygen tanks of the U.S. financial system, and falling to this level is a dangerous signal.

5. Trump's next likely step is to open the debt ceiling Pandora's box; any movement will cause an immediate market backlash.

Various signs indicate that Trump still has a path to take, which is to open the debt ceiling. No country wants to lose in artificial intelligence; if the U.S. wants to win, it must open the debt ceiling. Every country in the world is the same; everyone releases water and enjoys together. It is possible that due to the funding needs of AI, cryptocurrency will enter an extremely long cycle.

Those familiar with me should know I often joke about OpenAI wanting to invest trillions in infrastructure; the question is, where does the money come from? Compared to the debt ceiling and the funds needed for AI, interest rate cuts are not worth paying attention to, including last month's announcement that U.S. bank reserves dropped to levels seen during the 2020 pandemic, all proving one thing: the U.S. is about to open the Pandora's box.

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