Recently, the US stock market related to big data and encryption concepts has shown a strong pump trend, with continuous rebounds attracting attention. The market dynamics present a unique rhythm: despite core inflation being slightly higher than expected, investors seem undeterred and are instead driving stock prices to rise continuously. This phenomenon has been described by some analysts as an "unfavorable V-shaped rebound", but it resembles more the capital conveying a clear signal to the market: the development of the market does not rely on individual beliefs, but follows its own trajectory.

By careful observation, we can identify several key points:
1. Trump refocuses on the encryption sector, proposing the concept of tokenized stocks, bringing new opportunities for development for companies like Coinbase and Robinhood.
2. Coinbase has been included in the S&P 500 index, which is not only symbolic but more importantly will bring substantial passive capital allocation.
3. Companies like Circle, Robinhood, and Coinbase have recently recorded an increase of 2-4%, while SharpLink Gaming even surged 20% in a single day, highlighting the high enthusiasm in the market.

From a personal perspective, while the narrative of big data and artificial intelligence has not yet fully materialized, once combined with encryption technology, it is likely to become the catalyst that ignites investor enthusiasm. In the current environment of relatively loose policies and ample liquidity, coupled with the strong interest from retail and institutional investors in this field, the concepts of big data and encryption are likely to become one of the most eye-catching sectors in future market rotations.

In summary, we should not underestimate the power generated by the combination of market sentiment and policy factors. The performance of big data and encryption concepts in the US stock market may just be the beginning, and we could see even more enthusiastic development in the future.