Recently, Federal Reserve officials have been repeatedly signaling something unprecedented: the balance sheet needs to expand long-term in line with economic growth, completely abandoning the past cycle of 'expansion-shrinkage-return to normal.' Behind this is the multi-cycle overlay effect brought by the AI revolution. Investments in infrastructure like computing power, energy, and data centers are highly irreversible, and once interrupted, the costs amplify exponentially. The Fed is essentially applying the Bagehot principle in advance, taking preventive measures before a crisis erupts. What’s even more interesting is the U.S.'s dual strategy: expanding the balance sheet domestically to stabilize the traditional financial system, while externally using cryptocurrencies and stablecoins to extend the dollar’s reach. Bearing pressure within a controllable range while expanding into new markets. This might be the most rational choice for the sovereign monetary system in the face of the AI supersonic tsunami.