The new US Treasury Secretary has just announced a set of aggressive measures. This "3-3-3" plan appears straightforward and bold: within three years, reduce government debt to 3% of GDP, boost the US economy to grow by 3% annually, and increase oil production by 3 million barrels per day. The logic behind it is clear— the Treasury aims to take over the lead in economic policy from the Federal Reserve, directly influencing interest rates and regulatory directions.

The crypto community's reaction to this news has been intense. Bitcoin surged 12% in a single day, with various tokens following suit. It seems everyone is betting on an expectation: the new government will lower interest rates and relax cryptocurrency regulations. Coupled with the US's "national team" plan to introduce a stablecoin, Bitcoin-related fund sizes have already surpassed $120 billion, with institutional funds continuously flowing in.

However, there are hidden concerns as well. When the Treasury takes control of regulatory power, policies may become more flexible but also harder to predict. In the short term, there could be policy benefits, but in the long run, regulators might change their stance at any time. The current prosperity in the crypto sphere might be a fleeting moment during this policy window or the beginning of a new era— it all depends on how you interpret these signals.

The greatest test isn’t the market itself, but whether you can accurately interpret policy intentions. After all, in this market, information asymmetry often translates into profit differences.