中文翻译
我认为白银/黄金暴跌会导致全面（比特币、以太坊、$SPY、中盘股等）的短期流动性流失。新任美联储主席可能是你见过的最大的AI多头之一，他主张降息以引导AI增长+生产力提升。因此，一旦白银/黄金抛售被买回，中期前景真的非常棒。
· 供应链分析
金银暴跌致短期流动性流失，但美联储主席看多AI，中期前景乐观。
涉及标的： $SPY
英文原文
I see it as a short term liquidity drain across the board (Bitcoin, Ethereum, SPY, mid-cap, etc) from Silver/Gold crash. The new Fed Chair is probably one of the biggest AI bulls you will ever see and is arguing for rate cuts to funnel AI growth + productivity. So really great medium term once the silver/gold selloff gets bought back.