This situation is deeper than it seems.

Even before the tariff war started, I had already made a bunch of "non-mainstream" predictions—the boldest one being that this AI wave would completely reshuffle the strategic map for institutions. Look at the past nine months: key mineral prices have collectively soared, and the restructuring of the industrial chain is no longer a prediction—it's happening now.

Now, take a look at that former president's "Genesis Plan." When I compared it to the strategic mind map I created earlier, wow, the overlap in thinking is almost uncanny. Saying "great minds think alike" is too modest—it really feels like someone just copied my homework.

There are even rumors in the industry that several Chinese consultants are specifically giving advice to institutions over there, aiming for "precise strikes" on our market psychology. Just kidding, but could it be that my map actually got used as a "textbook"?

Jokes aside, the reality is clear—the other side does have a fully operational think tank system backing them. They're now pursuing strategic contraction and using the AI industrial upgrade card to rewrite the underlying code of the global economy.

This is not good news for us. In the next decade, the trade share between China and the US will gradually shrink, and in 15 years, they’ll most likely achieve strategic trade autonomy. We only have one shot to play our trade trump card.

Assets like BTC and ETH will have increasingly subtle positions in this kind of macro narrative.