$BTC individuals typically discuss high-frequency policy disturbances and short-term market noise infrequently, as economic phenomena are extremely complex and many viewpoints lack empirical evidence. These changes are not directly linked to professional or non-professional traders, but are more about passive responses to systemic risk.

The rich getting richer inevitably accompanies the poor getting poorer, stemming from the fact that inflation is essentially a tool for wealth transfer. To consolidate its hegemony, the United States needs global support; the "Great and Beautiful Act" is the first shot, and recent tariff actions have proven to increase harvesting.

The underlying logic driving gold and the dollar is now fundamentally different from ten or even twenty years ago. Lowering interest rates may not necessarily be bullish for gold or bearish for the dollar; the global central banks increasing their gold holdings is a hedging strategy against the $36 trillion debt of the dollar. Bitcoin has become a new variable—its anti-inflation property is similar to gold, but it is more volatile and can evade bank sanctions.

If Trump does not initiate the second round of the tariff war, Powell will not lower interest rates; if tax increases stop, the U.S. economy may collapse (lacking new expansion support); if the dollar depreciates significantly, consumer confidence will be hard to boost. The secondary contradiction is that 72% of the U.S. GDP relies on the service industry; depreciation may exacerbate capital flight. The last non-farm payroll data was falsified precisely to delay the interest rate cut in July. The world is shifting from an incremental market to a stock game in the U.S., China, and Europe supply chains, with aging intensifying competition. The central bank continues to increase gold holdings, with the core logic being to build a firewall against the $36 trillion debt risk; I personally believe that the NASDAQ will still fall below 16,500 points again, waiting for verification. #山寨季來了？