#美联储重启降息步伐 Musk recently dropped a bombshell during an investor conversation: America’s $38.3 trillion debt hole is no secret anymore, but he put it bluntly—“The concept of money will disappear; energy is the real hard currency.” This statement has already caused a stir in the crypto community.

His logic is actually quite simple. The reason Bitcoin stands strong is because it’s backed by real energy consumption—this can’t be faked. Compare that to the fiat system: turn on the printing press and the numbers jump at will. Musk even predicted that in the next three years, the world could face a double shock of deflation and zero interest rates, and regardless of which party comes to power in the US, they’ll probably have to re-examine Bitcoin’s status. The hegemony of the US dollar is facing unprecedented challenges.

But the really interesting part comes next. While everyone is debating the “energy currency” concept, institutional funds have quietly shifted in two directions.

First, Ethereum. The POS mechanism has completely shed its “energy black hole” label, and after the December 3rd upgrade, Gas fees are almost negligible. More importantly, institutional holdings have increased by 42% this quarter, and staking annual yields are stable in the 4-6% range. This isn’t just hype—it’s real money flowing in.

Next, Dogecoin. Don’t laugh—its daily transaction count is now more than three times that of Bitcoin, and wallet addresses have surpassed 9 million. Since Musk’s payment platform integrated DOGE, ecosystem activity has visibly exploded. Plus, its inflation rate is decreasing year by year, and by 2025 it could even be lower than Bitcoin’s.

There’s a notable data trend: in the 30-day window after each Fed rate meeting, these two coins have averaged gains of up to 67%. Many traders have already taken notice of this pattern.

If you’re looking to allocate, here’s a rough approach: Bitcoin as the anchor, don’t exceed 40% allocation; for Ethereum, focus on the Layer2 ecosystem, which is still expanding rapidly; and among Musk-themed coins, Dogecoin’s valuation hasn’t fully opened up yet.

Behind the $38 trillion debt crisis, the old rules of the game are failing. The binding of energy pricing power and crypto assets may come faster than we think. In this game, have you decided how you’ll bet?