Returning home for the New Year, the dinner table feels like a macroeconomic forum. Uncle holding a wine glass says that this year silver has potential, the dollar cycle is in place; Second Uncle nodding while picking dishes says gold is the ultimate consensus, central banks are buying; Cousin scrolling through his phone adds, AI is the future, computing power, storage, and energy—none can be missing. They all look at me collectively, with a gaze that carries a kind of "You're quick-witted, what assets have you invested in?" expectation.