In the past 24 hours, there has been quite a stir from Washington. They threw out 7 cards all at once, and the market immediately reacted—BTC climbed from $80,600 to $86,000, and the trading volume for the ETF that day shattered records at $11.5 billion.

This operation is actually quite methodical. Let's talk about what has been done:

Brazil's agricultural product tariffs have been directly eliminated, with a 40% tax cut on the spot. Prices of everyday consumer goods like beef and coffee can drop significantly, easing the financial burden on the public, which will naturally reflect in better CPI data.

The energy sector is even harsher, as 34 oil and gas blocks have been opened in Alaska and the Arctic Circle. Increasing supply presses costs, benefiting both upstream and downstream of the industrial chain, and providing reassurance to the financial markets.

The military has started to pull back on that side, and officer promotions are all stalled. This tactic is actually a way to save money, as the defense budget can free up a considerable amount, alleviating some of the credit pressure on U.S. debt and the dollar.

The energy agencies during Biden's era that needed to be removed have been removed. The energy-saving budget has been cut, and production has been increased, giving manufacturing a boost.

There's another interesting action - a special group has been established to clean up the gray market that took advantage of subsidies during the pandemic. The market order has been straightened out, and the credit of the dollar can stand firm.

The deputy director of the ATF has changed, which clearly indicates a loosening of regulations. The threshold for capital inflow has been lowered, allowing small and medium-sized enterprises and the manufacturing industry to catch a break.

Regarding the last military recruitment promotion, on the surface it seems to be internal management, but in reality, it is about controlling public opinion to avoid conflicts escalating and affecting market sentiment.

The overall goal of the entire set of martial arts is actually very clear: stabilize prices, ensure energy supply, relax regulations, and stabilize finances. There are three hard issues that must be addressed: the lack of policy support for investors in the U.S. stock market makes them hesitant to act, the interest on the $38 trillion U.S. debt has already exceeded $1 trillion and is becoming unsustainable, and the 2026 midterm elections require impressive GDP and employment data.

Looking ahead, the scale of energy exploration is likely to expand, and oil prices will continue to be suppressed. Regulatory bodies like the SEC are expected to continue easing restrictions to attract capital. There is also the possibility of major moves like tax cuts 2.0 or subsidies for corporate repatriation to boost manufacturing and GDP figures.

The recent rebound in the crypto market, to put it bluntly, is simply taking advantage of the benefits of this policy. The expectations for liquidity have improved, and the risk appetite has naturally risen.