Why we must hold risky assets firmly in the AI ​​era

Author: Very Big Orange; Source: X, @0xVeryBigOrange The decades following World War II were a golden age for the middle class. The rules of the game back then were simple: get a good education, find a stable job, and buy a house—you could slowly accumulate wealth through salary and property. Labor was the true core value, and the global financial landscape operated under the Bretton Woods system. The middle class continued to rise, and society remained relatively stable. But today, the AI ​​revolution has completely changed everything. The essence of AI is "capital replacing labor." Whoever controls computing power, algorithms, and platforms reaps the greatest dividends. Supercompanies are becoming increasingly powerful due to economies of scale and network effects, while a large number of mid-skilled jobs are being rapidly replaced. The future landscape is becoming increasingly clear: the top tier of wealth will grow stronger and stronger, the bottom tier will rely on subsidies to survive, and the middle class will be gradually squeezed out, its proportion continuously declining. This is completely different from the financial landscape of the decades following World War II. In this environment, "cash is king" is completely outdated, and the global logic of buying real estate to preserve value is also failing. Cash will only continue to shrink in the face of inflation and accelerated capital appreciation, and real estate has long ceased to be a universal tool for wealth growth, and in many cases has even become a drag. Continuing to cling to cash and real estate will only lead to further underperformance. The real answer is simple: firmly hold risky assets. Gold: a hard currency for thousands of years, a foundational asset for navigating cycles.

Bitcoin and Ethereum: They have become the "hard assets" of the digital world, offering both inflation protection and being closely tied to the new financial system and the capital logic of the AI ​​era.

Individual US tech leaders: Computing power, AI, and platform-based companies will continue to monopolize profits and serve as the most direct outlet for capital dividends.

These risky assets do experience significant short-term volatility, but in the long run, they are truly tied to productivity and capital returns. In the AI ​​era, competition isn't about who works harder, but who stands on the side of capital earlier and more firmly. Whoever can hold onto these risky assets will have the opportunity to maintain a leading position in the future distribution of wealth.