The US economic policy has new developments. Recent nationwide speeches revealed a lot of information; let's break it down point by point.

First is the overall tone. The spokesperson stated they inherited a "mess," but claimed that in just 11 months, achievements have surpassed any previous administration. This statement sounds quite bold, but what exactly are these achievements? The data is here—

**Investment and Economy** indeed have highlights. They claim to have attracted $18 trillion in investments to the US. That’s a huge number. Accompanying this is a plan to cut interest rates—announcing the appointment of a new Federal Reserve Chair and pushing for a "significant rate cut." This is highly significant for the market. There are also new plans in real estate, aiming to implement housing reforms in the new year and continue lowering mortgage rates, directly affecting homebuying costs and consumer expectations.

**Security and Military** are also emphasized. It’s claimed that Washington has become the "safest" city in history. At the same time, they announced distributing $1,776 "warrior red envelopes" to 1.45 million service members. This is a substantial expenditure—multiplying 1.45 million by $1,776 is a real financial commitment.

**Border Policy** also has a narrative of adjustment. The border is described as changing from "worst" to "safest." While the objectivity of this assessment may vary, it clearly expresses a determination to solve this issue.

Interestingly, the blame for high inflation is shifted to the previous administration. But polling data shows only 36% of the public approve of their economic performance. This number reflects ongoing public concern about the economic situation.

Overall, the core logic of this speech is to use specific numbers and promises to craft an image of a "problem solver," attempting to reverse public opinion on economic performance. From a crypto and investment perspective, particularly noteworthy are the expectations of rate cuts and large-scale investment attraction— the former directly impacts liquidity and risk asset prices, while the latter relates to US economic growth expectations.

What do you think? Which of these promises do you believe will have the most direct impact on the market?