I recently came across an analysis that made me think for a long time: the current AI boom is like a train nobody dares to brake. The capital expenditure of those big tech giants in the US stock market has already surged into hundreds of billions of dollars, far exceeding their actual earnings, dragging the entire market index along. The most terrifying part is that once this situation is exposed, the first to suffer will be the real economy, and only then will various risk assets follow. BTC definitely won't escape at that moment; it will be heavily sold off early on.

But what truly woke me up was this sentence: "The most dangerous bubbles are never the ones that have already burst, but those that are still being proven 'to be fine'." Think about the current state—everyone is talking about "this time is really different," all buying into this narrative. At such times, I start to feel a bit anxious.

So I made a somewhat contrarian decision. I moved the money out of those risky assets into stablecoins. It’s not a radical move; I simply want to ensure that most of my funds won’t go off a cliff with this train when the system encounters problems. The advantage of stablecoins is precisely here—they don’t rely on a single market narrative and have their own independent stability mechanisms.

Honestly, I’m not trying to predict when that train will turn or betting on it turning. What I want is to make sure my wealth remains safely in a stable position when sudden brakes or a real collision happen. This isn’t about believing in quick riches; it’s about the most basic protection of your assets in the face of huge uncertainty.

You see, we might already be living in a financial environment "kidnapped" by various grand narratives—your funds, your investments, even your retirement savings are unknowingly tied to different future expectations. In such an environment, owning an asset that isn’t bound by any single narrative is the true "autonomy."