When a country's debt interest payments are about to surpass its defense spending, the market begins to rethink the logic of asset allocation. Currently, the inflation and interest rate dilemmas faced by the United States are driving global capital to seek new value anchors.

From a market perspective, three obvious shifts are brewing under this macro change—

**The safe-haven role of digital assets is being repriced.** Whenever the Federal Reserve increases the money supply, Bitcoin's positioning as "digital gold" is reevaluated. Rather than being mere hype, it is an inevitable choice to seek scarce assets outside the traditional financial system. As the purchasing power of fiat currency depreciates, assets with a fixed total supply naturally become hedging tools. Institutional investors increasing their holdings in decentralized financial assets reflect a certain concern about the future credit system.

**The importance of the energy sector is rapidly being elevated.** Debt crises often trigger policy shifts, and green infrastructure investment is becoming a strategic response for countries facing economic pressures. From energy storage and microgrids to renewable energy infrastructure, the upgrade of the entire energy system has been accelerated. This is not just an environmental issue but also a manifestation of economic restructuring.

**The scope of safe-haven assets is expanding.** Traditional gold remains important, but decentralized asset allocation strategies are gaining more recognition among institutions. When sovereign credit cracks, assets based on distributed ledgers show new appeal—this is a supplement to, not a replacement for, the existing financial order.

Historical experience shows that every major economic adjustment is accompanied by a process of asset re-pricing. In this round, which assets can bear the expectation of wealth transfer still needs time to verify. But what is certain is that smart capital has already begun to reposition itself in this upheaval.