Recently, when chatting with friends, we realized that the current commodity market is no longer just about simple supply and demand. Looking at the global market trend, from industrial metals and chemicals to agricultural products, almost all commodities are volatile. Behind this is the market's violent reaction to inflation and the strong resistance of capital against the Federal Reserve's interest rate cuts.

This situation will eventually force central banks to change their strategies. Before the Federal Reserve takes real action, the RMB is likely to experience significant appreciation. If the Fed continues to hold back and dares not act, the RMB's appreciation potential could be quite substantial.

If this logic continues to unfold, it essentially signifies a weakening of the US dollar's credibility. At this point, gold and silver can preserve value, but relying on just these two is not enough—the entire commodity market will become volatile. This is a typical manifestation of the inflation era.