美股、比特币、金银暴跌！美国裁员数据背后的AI替代危机！

Group 1 - The current market downturn is characterized by four new features, leading to an unprecedented level of market value evaporation [1] - The impact of AI on employment is significant, with a record high of 108,000 layoffs in January, marking a 205% month-over-month increase and a 118% year-over-year increase, primarily in the tech and professional services sectors [1] - The market is experiencing the highest levels of debt and asset bubbles, with the Federal Reserve's capacity for rate cuts and easing being limited, resulting in a precarious liquidity situation [1][3] Group 2 - The relationship between various trading assets has deteriorated, leading to a one-sided bullish market that suppresses commodity economics and industrial production [3] - The stablecoin era is anticipated to begin in 2025, which may disrupt global leverage logic and is being actively promoted by major industry players [3][5] - The current market downturn is not driven by systemic financial risks but rather by high leverage and emotional panic due to AI's impact, contrasting with past crises that involved toxic asset accumulation [8][9] Group 3 - The differences between the current market situation and past financial crises include the absence of external shocks and the focus on internal factors, particularly in the tech and cryptocurrency sectors [9][11] - The unique aspect of the current market volatility is the long-term impact of AI technology on employment and industry structure, which has not been seen in previous market fluctuations [11][12]