The impact of AI will eventually extend to private credit, such as the original high-quality cash flow corporate software company bonds, etc., but now much of the logic has been reshaped by AI, profits are quickly disappearing, while debt remains rigid.

At this time, Bitcoin, due to its good liquidity, will be used to exchange for cash to put out fires, so it will first drop a bit.

But here's the key point: Due to the excessive debt in the United States, it cannot withstand turmoil, and the government will definitely start the printing press again.

Once the faucet is turned on, it will be a real carnival moment for Bitcoin, which is considered "anti-rescue" digital gold.