US Q3 GDP suddenly jumped to 4.2%, far exceeding market expectations of 2.5%. It seems like great news, but what’s the result? The stock market is instead trembling with caution, even under pressure to decline. This stark contrast is hardly a coincidence.

Why does good data instead cause concern? Essentially, it’s still the fear of rate hikes at play. Strong economy → Central bank may be more determined to raise interest rates → Market liquidity tightens → Asset valuation pressures. This logical chain has already tightly bound the market, turning good news into a signal for bad news.

Someone pointed out the root of the problem: Over the past few decades, good news has indeed boosted the market. Why is it now the other way around? The answer points to a deeper contradiction — the very monetary system we are in is fundamentally flawed.

The data speaks: Since the US dollar abandoned the gold standard in 1971, its purchasing power has evaporated by nearly 90%. In other words, the money in your pocket is quietly losing value. Inflation, excessive money printing, rising living costs… these are not news but daily occurrences. People can feel it — with the same amount of money, they can’t buy as much as before.

That’s why more and more people are turning their eyes to assets like Bitcoin and gold — they represent a hedge. When fiat currency is being diluted, these scarce assets become tools for wealth preservation.

Now, the market stands at a delicate crossroads: on one hand, real economic growth has arrived, the data is there; on the other hand, outdated inflation narratives and rate hike expectations still dominate the pricing logic. How long will this split last? No one can say for sure.

But one thing is becoming clearer — simply believing that “good growth inevitably triggers rate hike pressure” is no longer enough. The market needs a new framework to understand the true relationship between liquidity, growth, and asset allocation. As for what this new framework is, everyone’s answer may differ.