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The U.S. stock market keeps surging, demanding high growth from companies while market capital costs remain low ➡️ requires the Fed to cut interest rates ➡️ requires CPI to drop or employment to decline ➡️ AI infrastructure boom leads to hot job market, so only CPI can drop ➡️ AI infrastructure boom drives up prices across the supply chain, so only oil prices can drop ➡️ requires U.S.-Iran tensions to pause ➡️ U.S.-Iran consensus can't be reached, so they turn to plead with Russia ➡️ RUG Ukraine and Zelensky. Bitcoin's surge requires a weaker dollar or increased market risk appetite ➡️ requires U.S. debt to keep growing or the Fed to cut rates ➡️ at least one of these will happen. Bitcoin, as the opposite of sovereign currencies, doesn't have the same profit-driven demands as companies, making it easier to form a growth loop rather than an endless unsolvable cycle. That's why I believe Bitcoin is currently the clearest choice for logic and capital flow.

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