Why I’m optimistic about Bitcoin’s upcoming market trend: 1. Although there’s a high chance of interest rate hikes (of course, no hikes would be better), this time it’s a passive, defensive hike mainly to tackle inflation. But behind this, we’re seeing skyrocketing treasury yields + a declining U.S. Dollar Index, reflecting weakened dollar credibility. This is the biggest foundation for Bitcoin’s current rebound, as Bitcoin shifts from being seen as a risk asset to a hedge against dollar credibility. 2. The probability of passing Trump’s compromised version of the ‘Clarity Act’ has significantly increased. 3. With the rapid acceleration of AI infrastructure, plus the various AI financial tools emerging around it, the entire U.S. financial system is being heavily impacted by AI. Whether or not AI-driven financial expansion carries high risks, Bitcoin and crypto finance represent a relatively independent and solid hedging tool. 4. The Treasury’s bond buyback plan, regardless of its scale, will continue for quite a long time as a way to adjust market expectations, thereby injecting liquidity into the market consistently.