360 founder Zhou Hongyi delivered an analysis of the “Lobster Fever” phenomenon at the Global Unicorn Company Conference, emphasizing that the essence of how AI runs differs from traditional internet traffic. He noted that the consumption and complexity of Tokens are related, and that it is impossible to achieve broadly accessible usage in the way mobile data does.

On March 18, U.S. national debt surpassed $390 billion, attracting market attention. Rising deficits and increased interest burdens are driving debt growth, leading investors to show greater interest in decentralized assets like Bitcoin. Policymakers face a trade-off between debt repayment and funding new projects, with rising debt potentially impacting infrastructure investment and long-term economic growth. Markets should monitor how debt developments affect investment strategies.