The market has rallied! Politics, AI, and interest rate cut expectations are working together!
1. High-level talks between China and the United States have confirmed mutual visits.
2. Trump has signed an executive order to initiate the 'Genesis Mission', which aims to upgrade the U.S. research system driven by AI. This program is referred to as the 'largest integration of research since the Apollo program'. The Department of Energy will use AI to process the super datasets from its 17 national laboratories, fully opening government research data and computing power to universities, enterprises, and national security departments, accelerating breakthroughs in critical fields such as medicine, energy, and engineering.
3. San Francisco Federal Reserve President Daly has expressed support for interest rate cuts, with the current probability of a rate cut rising to 80%.
In summary: Uncertainty in the capital markets is gradually disappearing, with the cryptocurrency sector leading the gains in U.S. stocks, while liquidity in the crypto space is beginning to gradually return.
