Lately, I've been a bit uneasy about a set of data—the annual interest expenditure on US Treasury bonds has now surpassed military defense spending for the first time. This isn't just dry fiscal numbers; frankly, it's a real-time signal of the entire traditional financial system undergoing a stress test. When debt interest begins to eat into hard expenditures, systemic adjustments are not far off.

But this is not the end-of-the-world scenario. On the contrary—every crack in the old order is an opportunity for new capital to flow in.

**Opportunity 1: The Time for Revaluation of Crypto Assets Has Arrived**

Fiat currency credit shrinking = an invisible transfer of global purchasing power. Recently, data shows institutional addresses accumulating assets negatively correlated with the US dollar index (Bitcoin, certain computational power tokens). This isn't random trading; it's smart money hedging with scarcity. The focus isn't on short-term volatility but on the narrative of "digital gold," which is being validated step by step by macro trends.

**Opportunity 2: Energy Becomes the New Wealth Anchor**

The assertion that "energy is the ultimate currency" is now being confirmed with real gold and silver. Capital expenditures by large global sovereign funds and corporations are surging into renewable energy infrastructure and critical mineral supply chains. The growth rate far exceeds that of traditional industries. This is not just technological iteration; fundamentally, it is reconstructing the global collateral system. Whoever controls energy, controls the pricing power of the next generation of wealth.

**Opportunity 3: A Window for Structural Asset Allocation**

Under the pressure of a debt crisis, investors' risk appetite is diverging—some are fleeing into scarce digital assets, while others are bottom-fishing long-term infrastructure contracts. This divergence itself creates arbitrage opportunities. The key is to identify which asset classes can truly preserve value in the macro cycle.