#数字货币市场回升 The US midterm elections are approaching, what does Trump need the most right now? Achievements. From a diplomatic perspective, it is evident that he is already impatient with the mess regarding Russia and Ukraine and wants to withdraw swiftly. On the China-US front, there is not much pressure in the short term, allowing for a temporary sigh of relief.

So the key still depends on the economy. How to look at it? Three indicators: the US dollar, US stocks, and US bonds. At present, the US dollar is relatively strong, the technology sector in US stocks is supported by AI and performing well, and the demand for US bonds is also okay. Overall resilience? Just barely acceptable.

But where is the problem? The scale of US debt is too large; this bomb will have to be defused sooner or later. What is the ideal solution? To make the cake bigger - to let economic growth outpace the growth of debt. Now everyone is betting on AI, which can indeed directly boost productivity and create real economic value.

What about Bitcoin? To be honest, its impact is not as immediate as AI. But don't underestimate $BTC; as a "digital gold," it still holds potential for value storage and financial innovation in the long run. $BTC is the same, each has its own ecological niche.

Can the market rebound be sustained? It still depends on whether these macroeconomic factors can hold up.