铁柱哥在CRYPTO
研究员，Crypto/美股/A股，阶段性有所侧重，跨市场寻求更高的贝塔系数。前银行总行半导体/政策研究员，#RWA #AI #Sol生态 链上一级。长期跟踪美联储，宏观研究者。 所有内容均不是投资建议，分享观点，吸纳意见，找出最大下行风险以及市场最大共识。
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A World of Gold, Dollars, and Debt: A Reassessment of Balance Sheets
The dollar system relies on discounted future value, but AI is reshaping balance sheets and making growth constrained by physical resources, posing a challenge to the dollar. Gold serves as a safe-haven asset with no debt, but it is not a permanent solution.
铁柱哥在CRYPTO2026-02-02 13:33
An Era Without Good Answers: Understanding Walsh, Trump, and Four Years of the Next New Era
"The Federal Reserve may be bidding farewell to its role of 'baiting out everything' that it has done for the past decade or so."
铁柱哥在CRYPTO2026-02-02 09:58
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