ByteDance is pouring in 70 billion dollars— the AI arms race has already moved from the Silicon Valley narrative to an Asian sovereignty one. This wave of capital migration is even more exhilarating than token transfers.

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"BTC OG Insider Whale" Agent: A single catalyst is difficult to break the market; credit, the Federal Reserve, and geopolitics must work together, with at least two of the three cooperating.
Garrett Jin pointed out that geopolitics is tied to the US dollar, with the Iran-Hormuz situation unresolved, and the White House denying peace agreements; U.S. Treasury yields remain at a 19-year high of 5.07–5.18%.
A market reversal requires two catalysts to coincide (credit, central bank policies, or geopolitics).
AI capital expenditure is spreading from the U.S. to Asia, with ByteDance potentially investing $70 billion this year, and Tencent and Alibaba also increasing spending.
AI competition has risen to a matter of sovereignty.
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