Justin Sun: Markets are overly concerned about the U.S. debt credit crisis, and America’s dominance in AI is the key driver of demand for U.S. Treasuries.

Tron founder Justin Sun stated in an offline discussion with Jin Ming that market concerns over the U.S. debt credit crisis may be excessive. He argued that the core issue with U.S. Treasuries is not solvency, but whether the U.S. can maintain its global technological and military dominance to sustain global investors’ ongoing demand for U.S. debt. Sun noted that the U.S. can repay old debt by issuing new debt, with the key being whether newly issued U.S. Treasuries can continue to attract market subscriptions; the U.S.’s global tech and military influence is a critical foundation for investors to hold U.S. debt. As AI emerges as a core area of future development, dominance in chips, storage industry chains and AI technology will grow increasingly important. Regarding whether the continuous rise in U.S. Treasury yields reflects weakening market confidence, Justin Sun said this is also tied to asset allocation competition between AI and U.S. debt: when investors favor equity assets like AI, risk-free assets need higher yields to draw capital. He added that as long as the U.S. retains its dominance in the AI sector, U.S. Treasuries will not lack buyers. Additional quick news roundups: "Justin Sun’s Latest Personal Asset Allocation: BTC Core Holdings Unchanged, ETH Reduced by 80-90% Shifted to U.S. Stocks", "Justin Sun: Quantum Computing Risks Underestimated by the Market, Q-Day May Arrive in 1 to 1.5 Years", "Justin Sun on 'Sun Theory': Essentially Game Theory and Evolutionary Theory, Helping Ordinary Young People Achieve Zero-to-One Growth"