#数字资产市场动态 A ripple of undercurrent: US debt interest is about to surpass defense spending, and the deadlock of inflation and rate hikes is tightening. But behind the dilemma, opportunities often lie in dormancy — as the traditional financial system faces severe challenges, a new value system is quietly reshaping itself.



The market is revealing three clear trends:

**First, the valuation of crypto assets is regaining attention**
Amid expectations of currency devaluation and debt expansion, the topic of scarcity is heating up again. $BTC, as an asset with a fixed supply, has gained new narrative space in this context.

**Second, the shift in the energy industry is accelerating**
The investment window for green infrastructure is opening, and the logic of "energy as finance" is taking shape. This is not only an environmental issue but also a new map for capital allocation.

**Third, risk-averse sentiment continues to accumulate**
Traditional safe-haven assets (precious metals) are attracting funds, and decentralized assets ($ETH, $ZEC, etc.) are becoming new choices. Capital is seeking new harbors.

Every systemic shock redefines the form of value-bearing. As the US dollar credit system is impacted, the world is searching for the next fulcrum — this is not the end of the crisis, but a pivotal moment for wealth redistribution.
BTC0,77%
ETH1,29%
ZEC2,03%
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GasGuzzlervip
· 6h ago
Here comes another set of arguments about "crisis as opportunity"... But honestly, this time the US debt interest surpassing defense spending is indeed a bit harsh. BTC still depends on the Fed's stance, don't be too optimistic. --- I agree with the logic of energy + finance, but the green infrastructure part... there's a lot of hype around concepts, the real infrastructure play still has to wait. --- Port of refuge? Haha, crypto assets are now just a playground for big players, retail investors are still taking the bait. --- If the dead cycle really can't be broken, the traditional financial system collapses, and our assets will be wiped out too. Don't expect too much from the US. --- I've heard the scarcity argument for $BTC for five years now. Every crisis, it's the same story, but I've never seen a real big surge. --- If the dollar really goes downhill, the global economy will be truly suffering. Crypto might not be the best safe haven after all... --- Oh, another new "pivot"? Weren't they saying the same last time? But isn't it just back to square one? --- Is capital looking for a port of refuge? I think it's looking for a scapegoat, taking over one round after another.
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MEVEyevip
· 6h ago
Here we go again with this set of arguments... but this time, there's some real substance. The fact that US debt interest exceeds defense spending is definitely worth paying attention to. The narrative of BTC scarcity is a well-worn topic, but it does hold up in this macro context. The idea of energy financialization is quite fresh; green energy can indeed be parasitic.
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SybilAttackVictimvip
· 6h ago
It's the same narrative again... Every time, you say that a crisis is an opportunity. I have to ask: what's your opportunity? Buying the dip or catching the flying knife?
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AmateurDAOWatchervip
· 6h ago
Here comes the old argument of "crisis as opportunity"... But to be honest, the fact that U.S. Treasury yields exceed military spending has indeed sounded the alarm. Just waiting for the next wave of market turbulence to reinforce the narrative of BTC's scarcity.
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