New narratives in the crypto world lately: 1. Musk and Jensen Huang have mentioned multiple times that $BTC is an energy currency. The ultimate end of AI is energy, energy is the foundation of AI, and the future competition will be about energy dominance. 2. With geopolitical risks intensifying and the international situation becoming more complex, the potential collapse caused by the unlimited inflation of the US dollar is looming. Meanwhile, a certain major Eastern country is hoarding gold, preparing for a new global financial system. 3. NVIDIA's stock is insane, becoming the first company in history to surpass sovereign power. 4. People who work an insane amount are now called "super individuals." Personally, I think all four of these narratives have logical flaws, but consensus is forming. Even dumb consensus is still consensus.