Political games are reshaping asset allocation patterns. Recently, well-known investors pointed out that if those in power try to turn the central bank into a political tool, the market will respond with ruthless real-money countermeasures.

Data speaks volumes. They observed an interesting phenomenon: the more intense the policy rhetoric, the more pronounced the jump in precious metal prices. Last week, after the White House publicly pressured the central bank chairman, gold and silver prices surged accordingly. This is no coincidence—investors are hedging political risks through trading.

Will history repeat itself? The investor believes it won't fully replicate the bond market crash of the 1970s, but he also admits: frequent pressure from the White House is indeed "extremely unhelpful." Once the central bank is hijacked, the backlash in the bond market can be fierce.

Where are the opportunities? He is optimistic about commodities, especially silver. The reason is simple and straightforward: strong demand but serious underinvestment, leaving room for silver prices to rise. Meanwhile, capital is quietly withdrawing from tech stocks and flowing into defensive sectors like automobiles, dining, and consumer goods. Crypto investors should be alert: once bond market sentiment reverses, stock market corrections often follow, affecting the entire risk asset spectrum.

What is the market saying? Rising policy uncertainty → increased demand for safe-haven assets → accelerated rotation into precious metals and defensive assets. The implication for the crypto market is: when traditional finance signals appear, proactive positioning is often more composed.