The world's richest person is making headlines again.

Recently, Musk threw out a viewpoint during an interview: the U.S. is accelerating towards a debt cliff, and this crisis could become a turning point for Bitcoin.

His original words were very straightforward - "Bitcoin is anchored in energy, and you can't conjure energy out of thin air with a piece of legislation." The implication? Fiat currency can be printed infinitely, but the electricity costs behind mining power are a hard constraint.

The numbers are more striking: the United States is currently operating with an annual deficit of about $2 trillion, and the total debt has surpassed $38 trillion. Musk's judgment is that this approach cannot sustain for much longer.

However, he also provided a timeline. Within three years, the explosion of AI may drastically increase production efficiency, and the supply growth of goods and services will exceed the speed of monetary expansion. "By that time, deflation will arrive, interest rates will return to zero, and the debt pressure will naturally lessen." - This logic sounds a bit idealistic, but it is indeed self-consistent.

Interestingly, the relationship between Musk and Trump has recently soured. The reason is that government spending has not been controlled. He has now publicly stated that the American party he supports will be more inclined to choose Bitcoin rather than the dollar. His evaluation is quite harsh: the dollar, a currency without asset backing, is "hopeless."

Speaking of BTC itself. Most people in the market talk about Bitcoin in relation to "digital gold".