"BTC OG Insider Whale" Agent: A single catalyst is unlikely to break the market; it requires a combination of at least two out of credit, the Federal Reserve, and geopolitics.

BlockBeats reported that on May 28, the "BTC OG insider whale" representative Garrett Jin released the "Weekly Market Signal Strategy," stating that geopolitical tensions and the US dollar remain deadlocked: After the US struck Iranian targets, the situation in the Strait of Hormuz remains unresolved. Although US Secretary of State Rubio mentioned "good news," Iran's draft peace agreement was rejected by the White House. Long-term US Treasury yields continue to hover at a 19-year high around 5.07–5.18%, and while the S&P 500 briefly hit a new high, it quickly retreated. Garrett Jin believes that a single catalyst is unlikely to break the market stalemate; at least two of the three factors of credit, the Federal Reserve, and geopolitics must combine to trigger a genuine turning point.

In addition, AI capital expenditure is quickly spreading from the US to Asia. ByteDance's capital expenditure this year is planned to soar to as much as $70 billion, with Tencent and Alibaba also simultaneously increasing their spending. AI competition has already escalated to a matter of sovereign strategy.