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Last night's national address by U.S. President Trump sparked heated discussions in the market, with the keywords being "report card" and "policy shift."

This leader who has been in office for 11 months has a lot to say—border security has transformed from a series of loopholes into a solid defense line, military equipment upgraded to "cosmic" levels, and he even gave each of the 1.45 million soldiers a Christmas bonus of $1776 (a numerological nod to independence year—don't say this isn't classic Trump style). He attracted $18 trillion in investments—though some say this figure might be halved, in the context of his speech, it’s a symbol of "success."

What about inflation? Trump blames his predecessor but quickly claims he's aggressively fixing the economy. If the Federal Reserve doesn’t listen? Change personnel. If interest rates remain high? Cut them down. Housing prices soaring out of control? Launch the most aggressive housing reform measures at the start of the year.

Only 36% of people in polls are optimistic about the economy? Trump dismisses it—markets are already soaring, rate cut cycles are on the way, dollar liquidity is easing, and the crypto market is gearing up. This is his logical chain.

In short, it’s another "speech to rescue the stock market" performance. Wall Street is already applauding, and the Federal Reserve chair might be pondering how to respond. Market intuition is always sharp; when policy directions shift, capital flows follow—this is why commodities and cryptocurrencies have recently become focal points.