薛蛮子 Charles
薛蛮子 Charles|Sep 15, 2026 01:35
The New Three Great Wars: AI War, Crypto War, and Oil War - America's Strongest Strengths Bessent's statement of 'taking their wallets directly' can be considered as setting the tone for the global market in the past 8 years, which is not a bad thing. Or rather, it's not America's bad thing, it's America's strength. The United States doesn't need to eliminate anything at all. It only needs to be compiled. And it has already been integrated on three fronts simultaneously. AI War: Sucking the World's Money into the United States First, look at the data. In the first quarter of 2026, global venture capital reached a historic high of $300 billion, with US companies taking in $250 billion, accounting for 83% of the global total. AI alone consumes $242 billion, accounting for 80% of global venture capital. OpenAI raised $122 billion, Anthropic raised $30 billion at a valuation of $380 billion, and xAI raised $20 billion - the top three cutting-edge laboratories absorbed $172 billion. Anthropic raised another $65 billion in the second quarter, becoming the world's largest single financing case. Goldman Sachs predicts that global AI investment will exceed $1 trillion by 2026, with the United States approaching $600 billion. What does this mean? Silicon Valley is doing one thing: sucking all the money from sovereign funds, pension funds, and hedge funds around the world into the narrative of 'going to Mars' and' AGI '. SpaceX has completed its largest IPO in history, raising $75 billion and raising a valuation of $1.9 trillion. Capital is not investing in American companies, it is buying tickets to the 'future', and the only ticket window is in New York. Crypto War: Let the US Dollar Flow into Mobile Phones Around the World Over 99% of stablecoins worldwide are anchored to the US dollar. Tether holds about US $141 billion of US treasury bond debt exposure, claiming to be the largest non sovereign holder of US government debt, and its holding scale has made it one of the top 20 debt holders in the US. Circle holds US $63 billion of US treasury bond bonds and reverse repurchase assets. The total number of USDT users has exceeded 650 million, with over 30 million new users added every quarter, mainly concentrated in developing countries. Besant himself said: stablecoin issuers may absorb $800 billion to $1 trillion in US Treasury bonds. Standard Chartered Bank's calculation is more specific: if the stable currency market doubles to $2 trillion by 2028, it will increase the demand for treasury bond of $800 billion to $1 trillion. Citigroup estimates that if it reaches $4 trillion, it may eat up a quarter of the medium - and short-term treasury bond in circulation. The GENIUS Act was signed in July 2025 and will take effect in January 2027, requiring compliant stablecoins to be held in short-term US Treasury bonds for no more than 93 days. This is not regulation, but the institutionalization of global crypto liquidity into the US treasury bond bond market. Binance is registered in Dubai, and its founder has been sentenced by the United States, which seems to be at odds with the United States. But its US stock business covers over 1000 US stock and ETF options, with order execution, clearing, settlement, and custody all undertaken by Alpaca Securities registered in the United States, with physical delivery of stocks and custody in New York. Offshore is superficial, blood vessels connect to the United States. In the first quarter of 2026, American startups took 70.2% of global cryptocurrency venture capital funding. A16z Crypto completes $2.2 billion fifth fund, 100% focused on cryptocurrency. Coinbase plans to add approximately 1000 new US jobs. Cryptocurrency companies have become the largest corporate political spenders in the midterm elections, with a cumulative investment of $189 million, accounting for 37% of all corporate political expenditures. Closed loop: Global users buy USDT → Issuers buy US Treasury bonds → US Treasury Department obtains low-cost financing → US dollar usage boundary expands → More users enter the cryptocurrency market → Cycle acceleration. The crypto industry invests money to influence elections → elections produce crypto friendly policy makers → policies continue to consolidate this closed loop. Oil War: Iran to cripple, Venezuela to recruit, Russia to deplete, Europe to scrap Iran. The United States continues to strengthen its shipping control over Iranian oil exports, cracking down on "grey transportation" through satellite tracking, port inspections, and other means. It has retained a limited exemption mechanism for the crude oil import demand of some Asian countries, keeping Iran's oil export volume at a level of 1.5 million to 1.8 million barrels per day. Sanctions are in place, and the scale is locked in. Iran cannot be a variable that changes the global energy landscape. Venezuela. In January 2026, the United States arrested Maduro and supported an interim government, signed supply agreements, relaxed sanctions, and allowed international companies to take over sales. In April, the export volume reached 1.23 million barrels per day, the highest level since 2018. The United States is the largest export destination, with a direct export volume of 445000 barrels per day. But the key is that all oil sales revenue must be deposited into a dedicated account supervised by the US Treasury Department and fully managed by the US side. US Secretary of Energy Chris Wright has made it clear that the US government will "indefinitely" control Venezuelan oil sales. As of February, the cumulative amount has exceeded 1 billion US dollars, and it is expected to increase by another 5 billion US dollars in the coming months. Russia The Russo Ukrainian War lasted for over four years. According to CREA data, in August 2026, Russia's fossil fuel export revenue decreased by 8% month on month to 604 million euros per day, and the revenue from sea freight crude oil exports decreased by 13%. The Ukrainian drone attack led to a 58% month on month decrease in the loading of Novorossisk port, and the port stopped loading for nine consecutive days, the longest interruption since the Russia-Ukraine conflict broke out in an all-round way. Russia, once the world's largest exporter of refined oil products, was forced to import fuel from South Korea and buy back gasoline refined from its own crude oil from India in August, with imports soaring to a record high of 172000 tons, more than seven times the previous monthly high. Europe. The IEEFA report points out that two-thirds of Europe's liquefied natural gas this year may come from the United States, reaching a historic high. Based on the overall natural gas supply share, the United States may even surpass Norway. By 2028, the share of US LNG in Europe may reach 80%. US Energy Secretary Chris Wright has warned the European Union that without amending methane emission regulations, US LNG will 'flow elsewhere'. Europe has switched from relying on Russian pipeline gas to relying on American LNG. Changed the dependency method. If the definition of "winning the world" is: turning opponents' weapons into its own veins, turning offshore ecosystems into onshore moats, and turning global energy channels into its own ATMs - then the United States has indeed achieved huge victories on the three fronts of AI, encryption, and oil. The New Three Major Wars in the United States: AI Wars, Cryptocurrency Wars, Oil Wars, Stablecoins, USDT, US Debt, and US Dollar Hegemony
+5
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads