Trump has brought in Sergey Brin, Mark Zuckerberg, and Jensen Huang, the Silicon Valley elite, into the Presidential Technology Advisory Committee, and also appointed pro-crypto David Sacks to take charge.
This lineup is simply the Silicon Valley version of the "Avengers"; Trump is essentially pulling all his former opponents onto the ship to engage in "infrastructure" projects. From a macro perspective, it's clear that this is about rallying the nation's efforts to maintain the dominance of AI and computing power. The core logic is simple: the policy direction has completely shifted from strict regulation to being technology-driven. As long as the environment is friendly to tech giants, the liquidity overflow of risk assets is just a matter of time. Computing power is the oil of the new era; as this expectation unfolds, it directly expands the imaginative space of the tech sector. The old investors are wondering, doesn't this feel increasingly like the prelude to a bull market? #Macro #Trump #SiliconValley $BTC $NVDA
