2026-01-07 07:25:08

A well-known investor recently summarized his views on the 2025 market, and his insights are quite interesting. He believes that the most important investment story of that year is not how strongly the US stock market rises, but rather the turbulence in the global monetary system and the cross-regional reallocation of various assets.

Speaking of the US stock market's high returns this year, a large part of it is actually a "digital illusion" created by the continuous depreciation of fiat currency—measuring asset prices in devalued currency naturally makes the gains look astonishing. The real winner? Gold. In this wave of market movement, gold is the asset that benefits most substantially.

However, he also issued a warning to the market. The previous wave of frenzy pushing up tech stocks through the AI hype has now entered the early stages of a bubble. In other words, the valuation overreach risk of the AI concept is becoming apparent, and the subsequent trend requires extra caution.

This line of thinking actually reflects the core issue that investors need to consider now: don't be fooled by superficial numerical growth, but instead understand the transfer logic of the true value of assets, and identify which hot topics are shifting from fundamental support to overextended expectations.

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PhantomHunter

· 01-10 01:26

Damn, this is the eye-opening perspective. The recent surge in the US stock market is basically just a smokescreen for currency devaluation. Gold is the true safe haven; everything else is just a numbers game. The AI bubble should have been burst long ago; it's a bit late now to say so. The devaluation of fiat currency really needs to make more people understand what "artificial inflation" means. The US stock market's gains are misleading; when measured in another currency, it doesn't look so impressive, right? The valuation of AI is indeed dangerous; we should be cautious. Veterans in the crypto circle all understand that nominal growth ≠ actual returns. Finally, someone has explained it thoroughly this time. Gold and cryptocurrencies are the real hedging tools; everything else is meaningless. This guy is right; the US stock data has been heavily inflated. AI concept stocks are already overextending expectations; we need to be on alert.

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PseudoIntellectual

· 01-09 06:31

Wow, is the rise in US stocks actually an illusion caused by currency devaluation? This realization is mind-blowing. Gold is the real ace, no wonder it kept surging last year. Is the AI bubble just beginning? We should have hit the brakes on this hype earlier. What the crypto world has taught me is not to trust surface numbers—see through them and profit. This logic makes sense—rebalancing cross-regional assets, how should we approach it?

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LeverageAddict

· 01-08 20:54

Golden Brother, this wave is too stable; the gains in the US stock market are just paper wealth. The AI bubble should have burst long ago; it's a bit late to issue warnings now. Everyone can see the currency devaluation, but the question is how to benefit from it. The claim that the US stock market's digital illusion is correct, but how many are truly willing to go all in on gold? Can the AI concept still be炒? I think it's doubtful. Gold is indeed attractive under dollar devaluation, but what about liquidity? This set of logic is actually the standard rhetoric before fleeing, meaning it's time to prepare a backup plan. The risk of valuation overextension is becoming apparent; it's high time everyone faced reality.

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0xDreamChaser

· 01-07 07:55

Gold has never deceived people; the rise in the US stock market is essentially just currency devaluation. The AI concept should indeed be taken calmly at this point; someone should have dared to say this earlier. In an era of currency devaluation, everything rises but nothing truly gains value—that logic is brilliant. The difference between US stocks and gold is in their percentage increases—100% for gold, and a different percentage for stocks. What I said is spot on; the crypto circle has long seen through this, and everyone knows that fiat currency is being flooded. The AI bubble burst as soon as it was pricked; those entering now are just catching the last wave.

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BridgeJumper

· 01-07 07:52

Gold really can't be hidden this time; the gains in the US stock market are just surface-level prosperity. AI bubble? It should have been burst long ago; that's the truth. No one talks about currency devaluation; it's too heartbreaking. Fancy digital growth, just look and don't take it seriously. Gold is never outdated; this is still the most reliable thing. The rise in US stocks is purely illusory; it's just currency devaluation. AI valuations have long been outrageous; they will eventually return to reality. The ones truly making money are always those who work quietly. It's just a digital game; don't be fooled. The monetary system is changing; asset allocation needs a new approach.

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GasFeeGazer

· 01-07 07:51

Damn, the gains in the US stock market are actually so inflated, no wonder I feel uneasy. Gold has indeed been stable this round, much more reliable than those flashy concepts. AI bubble in the early stages? Been obvious for a while, valuations have long been outrageous. Currency devaluation is the real culprit, no wonder everything is rising. Wait, does this logic mean we should stockpile gold and not invest in stocks? The surge in US stocks is actually just an illusion, wow. Now we should be cautious about AI? Those institutions are still aggressively adding positions. That's right, just looking at the numbers can easily be deceiving; we need to see real gold and silver.

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SignatureAnxiety

· 01-07 07:44

It's the same old story, people in the crypto circle are tired of hearing it I'm convinced about the gold surge, but calling the US stock market's gains a "digital illusion"? That logic is just too extreme The AI bubble is indeed inflating, but now you're saying it's "early stage"? We're almost at mid-term or even later Central banks around the world have already been calculating the dollar depreciation; it's too late to wake up now Remember last year when someone went all-in on AI chips? Now it's probably time to cut losses The key is, those who truly understand have already quietly switched to gold, while we're still flooding the discussion If digital growth is an illusion, then the gains in my holdings are fake too? That hits hard I love the last sentence from this guy; finally someone explained it clearly If this wave is really a game of currency devaluation, then it depends on who can switch to hard assets the fastest But ultimately, 99% of people will still buy at the high point

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NestedFox

· 01-07 07:42

Wow, can US stocks really be that impressive? Devalued currencies are causing chaos. Gold is the real winner, I believe that. The AI bubble has long been a warning sign; it's time for everyone to wake up. Tired of playing the number game, we need to see where the real money is flowing. Underneath the surface prosperity are all traps; this analysis is spot on.

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RamenDeFiSurvivor

· 01-07 07:37

Here comes the grand narrative of cutting leeks again, claiming that gold is the true value—how many times have we heard this rhetoric? I agree with the AI bubble, but those who bought early should have sold already, right? Are the gains in the US stock market just an illusion? Then why not all in on gold? It sounds nice, but in reality, it still depends on who can run faster. If this wave of global asset allocation really takes off, retail investors won't be able to keep up. If gold really makes money, why are so many people still stuck on AI? It sounds like institutions are just finding reasons for their positions, haha. We've been talking about currency devaluation for so many years; the way to invest hasn't changed. The question is, do people still believe in the opinions of these big V influencers?

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