Trump's nominees, Bessent and Wosh, are both Wall Street elites. The old globalization + US dollar oil arbitrage model has long become ineffective. Wall Street is shifting towards AI-driven and domestically prioritized strategies: forcibly boosting productivity through technology, making monetary and fiscal policies serve industrial upgrading rather than mere arbitrage. The capital markets are more straightforward: the combined market value of the seven tech giants is nearly $25 trillion, while the top ten US banks total less than $4 trillion. Technology contributes up to 39% to US economic growth, and with AI infrastructure, its share may exceed 80%. SpaceX and OpenAI, even before going public, have trillion-dollar potential. Capital is voting with its feet, and technology has become the backbone of the US economy.