#AI与加密货币结合 I just watched Arthur Hayes's latest podcast, and I feel a bit stunned but also super excited🤯

What impressed me the most was when he said that the term "quantitative easing" will never appear again, replaced by "Reserve Management Purchases" (RMP). I was thinking at the time, isn't that just a different name for printing money? But he explained very clearly—that the Federal Reserve is financing the U.S. Treasury through various covert methods, which ordinary people can't understand, and the market is still digesting this new logic.

It also involves the relationship between AI and cryptocurrencies. He mentioned that Trump has bet the entire U.S. economy on the success of AI. To maintain this bubble, more debt, lower costs, and greater money supply are needed. This directly means that liquidity will continuously flow into risk assets, including our crypto markets.

But what made me most nervous was when he said they have already used 90% of their ammunition, leaving only 10% cash to handle volatility. As a complete novice, this feels like he's asking, "Are you guys ready?"🥶

He is particularly optimistic about 2026, especially regarding privacy coins and ZK-related directions. Although I still don't fully understand many things now, this gave me a direction for thinking—turns out opportunities are not only in Bitcoin and Ethereum but also in those areas I haven't explored yet.

The logic behind this market movement is actually just policy pressure happening quietly, just in different words. I feel I need to study macroeconomics more deeply to keep up with this market pace😅