Why has there been continuous emphasis on the long-term bullish trend?
Three months after Trump took office, policies are in disarray, the tariff war ended with bluster, and even Musk's 'Department of Efficiency' (DOGE) effectively failed. America's credit is rapidly collapsing in the eyes of the world.
Where does the root lie? In the $36 trillion U.S. debt. The fiscal deficit hits new highs every year, forcing borrowing to repay old debts, indirectly pressuring the Federal Reserve to print money to cover it. What should have initiated a rate-cutting cycle is now stymied by Trump restarting the tariff war and criticizing the Federal Reserve, leading to market fears of stagflation and a panic sell-off of U.S. bonds.
When 'risk-free assets' begin to revolt, global capital finally realizes: U.S. bonds are no longer an absolute safe anchor. When the old anchor becomes unstable, it is necessary to find a new one—independent of central banks, credit ratings, or sovereignty; gold and Bitcoin are stepping up.
Bitcoin can reach new highs, not because the world has become more stable, but because trust is disappearing. Each fiscal compromise, each debt frenzy, each round of monetary expansion fuels the Bitcoin bull market.
In summary, the U.S. debt continues to grow, with $36 trillion in U.S. debt, combined with Trump's counterproductive actions, the status and credibility of the dollar are under question, with a risk of collapse at any moment. Gold and Bitcoin once again become safe-haven assets. As long as Trump continues to sanction the world on tariff issues, accelerating global economic inflation, the credibility of the dollar will weaken, and the value of cryptocurrencies will only increase. The outbreak of the bull market will also rise,
Key points to focus on remain September to November.