💥 Recently, I noticed an interesting phenomenon: US GDP growth surged to 5.4%, and the data indeed looks impressive. But upon closer examination, there are many underlying contradictions worth paying attention to.

🔥 To be honest, this set of data does not reflect balanced economic growth, but rather a superficial boost. AI investments and government spending have indeed lifted the overall market, but traditional sectors like manufacturing and real estate are growing slowly, and the employment experience of ordinary people isn't as strong. This is the so-called "K-shaped" divergence in the market—wealth is concentrating upward, and widespread improvement is hard to see.

💎 Looking from three angles:

First, the growth structure is clearly differentiated. How long can policy-driven growth last? Uncertain. Second, trade policy adjustments may boost data in the short term, but long-term costs still need to be accounted for. Third, discussions about the Federal Reserve's independence have increased expectations uncertainty, which is itself a factor the market needs to digest.

👉 What does this imply?

When the macro picture is complex and full of uncertainties, diversified asset allocation becomes especially important. Traditional assets and crypto assets are not mutually exclusive but complementary.

Digital assets like Bitcoin and Ethereum, with their non-sovereign nature, global circulation, and transparent rules, offer allocation options that differ from traditional economic cycles. When conventional market signals conflict, the independent narratives and capital flows in the crypto market can better explain the situation. At such times, re-evaluating these types of allocations is a wise choice.