A subscribing member asked me: Teacher, besides the logic of holding Bitcoin for the U.S. government to resolve its debt in the future, and AI applications, are there any other logics? Actually, debt resolution, AI applications, interest rate cuts, liquidity, robots, the energy revolution... the market will never run out of stories. What really drives the market is not stories, but new capital. The core reason for Bitcoin's rise is not "whether you can buy coffee," but that the old order can no longer contain new capital. The new order needs a huge, global, liquid pool of funds. Bitcoin is like a new reservoir taking shape. AI, debt resolution, interest rate cuts, ETFs, institutional entry—these are just different streams of water. It’s not the coin price that’s rising; it’s the cracks in the old order. But don’t add to your position just because you need others to cheer you on. If you need cheering, it means your position size has already exceeded your conviction.