The value anchoring is quietly shifting

The independence of the Federal Reserve is facing challenges, and geopolitical uncertainties are increasing. In this context, what is truly valuable? Traditional hard assets like energy and precious metals are regaining their pricing power.

The wave of the AI revolution is impacting every link in the supply chain, and capital is seeking an exit. When the credit of paper money depreciates, capital begins to疯狂ly swap assets—this is inevitable. The last decade belonged to real estate; now it's the turn of industrial goods to shine. Energy, commodities, and precious metals are all rising, and this is no coincidence.

The downstream transmission is only a matter of time. When raw material costs rise, the prices of end products will inevitably follow, and this chain is accelerating, leaving little room for retreat. This market adjustment has already begun; many people just haven't realized it yet.