Gold $PAXG Gold must be an essential part of household asset allocation. Since the pandemic, U.S. debt and fiscal deficits have continued to expand, with federal government debt levels reaching historic highs and ownership becoming more dispersed. Especially considering the critical impact of the AI industrial revolution on future geopolitical competition, the necessity of using fiscal + monetary policies to forcibly support Industry A has remained unchanged. Unlike East's focus on addressing weaknesses and building a complete industrial chain, West's most likely approach is to strengthen its advantages and use AI to support the return of other industries downstream. In this context, gold becomes a leading indicator in the AI narrative. As long as gold doesn't break the trend, it indicates that the market's expectations for U.S. dual easing policies remain intact, and the AI industry can still receive substantial liquidity support.