Justin Sun says U.S.AI dominance is key to demand for U.S. Treasuries
BIBIBI
AT A GLANCE
Justin Sun believes that the market may be overly concerned about a U.S. Treasury credit crisis, and that the United States' continued dominance in AI and other sectors can support demand for U.S. Treasuries.
Article
Justin Sun: The market is overly concerned about a U.S. Treasury credit crisis; the United States'AI dominance is key to demand for U.S. Treasuries
According to BlockBeats,October 19, TRON founder Justin Sun said during an in-person conversation with Jin Ming that the market may be overly concerned about a U.S. Treasury credit crisis. In his view, the core issue with U.S. Treasuries is not repayment capacity, but whether the United States can continue to maintain global technological and military dominance, thereby supporting sustained demand for U.S. Treasuries among global investors.
Justin Sun said that the United States can repay old debt by issuing new debt; the key is whether newly issued U.S. Treasuries can continue to receive market subscriptions. The United States' global technological and military influence is an important basis for investors' willingness to hold U.S. Treasuries. As AI becomes a core area of future development, dominance over the chip and memory industry chains as well as AI technology will become even more important.
Regarding whether the continued rise in U.S. Treasury yields reflects weakening market confidence, Justin Sun believes this is also related to asset-allocation competition between AI and U.S. Treasuries: when investors are more optimistic about AI and other equity assets, risk-free assets need to offer higher yields to attract capital. He said that as long as the United States can maintain dominance in the AI sector, U.S. Treasuries will not lack buyers.
Original link https://m.theblockbeats.info/flash/372527
Key points
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BlockBeats said that October 19, Justin Sun discussed a U.S. Treasury credit crisis during an in-person conversation with Jin Ming.
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Justin Sun said that the market may be overly concerned about a U.S. Treasury credit crisis.
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Justin Sun believes that the core issue with U.S. Treasuries is not repayment capacity, but whether the United States can maintain global technological and military dominance and support sustained demand.
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Justin Sun said that the United States can issue new debt to repay old debt; the key is whether newly issued U.S. Treasuries can continue to receive market subscriptions.
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Justin Sun believes that rising U.S. Treasury yields are also related to asset-allocation competition between AI and U.S. Treasuries.
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Justin Sun said that as long as the United States can maintain dominance in the AI sector, U.S. Treasuries will not lack buyers.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This is a personal market judgment: Justin Sun links whether U.S. Treasuries can continue to attract buyers with U.S. influence in AI, technology, and military affairs. He also believes that when investors favor equity assets such as AI, U.S. Treasuries need to offer higher yields to attract capital.
Why it matters to readers
This view provides a way to understand changes in U.S. Treasury demand and yields, linking demand for U.S. Treasury subscriptions to the United States' dominance in AI and other sectors, as well as competition for capital among different assets.
Beginners should distinguish views from data: the article presents Justin Sun's explanation of U.S. Treasury demand and yields, rather than empirical results from U.S. Treasury auctions, trading, or credit indicators.
Risks and unknowns
The report is BlockBeats' account of an in-person conversation and does not provide a complete recording or transcript.
The article does not provide independent data such as U.S. Treasury auction subscriptions, yields, or credit-risk indicators.
Whether U.S. dominance in the AI sector can be sustained, and whether it is sufficient to support demand for U.S. Treasuries, cannot be confirmed by this article.
Whether rising U.S. Treasury yields are primarily driven by asset-allocation competition between AI and U.S. Treasuries is not supported by verification evidence in this article.
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U.S. Treasury securities
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