#数字资产市场动态 $AXS $ZEN $DUSK How to interpret the market? It all starts with the latest judgment from the Chief Strategist at Morgan Stanley.

If Trump implements fiscal expansion, according to this strategist, "the New World Order equals a new world bull market"—gold and silver will directly surge to $6000, and once China's deflation ends, the markets in Japan and Europe will also be triggered. What is the logic behind this?

Rebalancing on the asset side becomes crucial. Small and mid-cap stocks, real estate, retail, and transportation sectors seem to have greater opportunities for easy gains, while big tech stocks should be temporarily avoided. A detail worth noting: the yen has fallen to nearly 160, and if the Japanese and South Korean won and Taiwanese dollar follow with sharp rises, Asian capital outflows could directly burst the liquidity bubble.

Here’s more alarming data—by 2026, the Federal Reserve might inject 600 billion USD, and gold's performance over four years will outpace both stocks and bonds. Currently, high-net-worth individuals have only 0.6% of their assets in gold, leaving huge room for growth.

However, the bull market also has a survival line. The US unemployment rate must not break 5%, and Trump must control living costs. Youth unemployment has already doubled, and policy effects are directly linked to mid-term elections—this is the real key to determining subsequent market trends.