The Dawn of a New Wealth Order: How AI, Policy, and Tokenization Are Reshaping Global Capital Flows

Hello to all future investors from Diamond Ridge Financial Academy!

I'm Charles Hanover, and I'm excited to join you at this time, which is full of challenges and turning points, as we take a closer look at global economic trends and real-world trading strategies. Right now, the international situation is shifting fast, tariff policies are changing constantly, crypto regulations are becoming clearer, and the global financial system is going through a major shake-up. Every policy move changes how capital flows, giving us rare chances for structural arbitrage.

Tonight, we'll start with the latest market updates and break down how capital is moving on the eve of a potential economic crisis, especially how to use new coin subscriptions to join this wave of wealth transfer with precision.

Today, even though the UK stock market bounced back a bit before closing, the overall vibe still felt shaky. The FTSE 100 dropped more than 80 points during the day, showing growing concerns from businesses about risks in the North American market. Late gains came from hopes of a possible restart in US-China talks and a rebound in energy stocks, but it looked more like a technical bounce than a real trend change. One key thing to note is that gold stocks kept climbing to record highs, showing a clear rise in risk-off sentiment. That also indicates that people expect more inflation and policy risk. Even with bets that the Bank of England will cut rates soon, it didn't really help, which just highlights worries about weak UK economic growth. With global tariff fights and a weak domestic outlook, it's going to be tough for the UK market to hold onto this fragile rebound.

Over in the US, markets dropped even harder after opening. The Nasdaq tanked over 380 points, and stocks across the board took a hit. Nvidia warned about export limits, which dragged down chip stocks and made investors even more nervous about tech regulation and trade barriers. At the same time, retail sales for March unexpectedly jumped, but that was primarily due to people rushing to buy before tariffs kicked in, not real demand. Trump keeps expanding strategic tariffs, while the WTO cut its global trade forecast and US industrial output is weak, all of which is pushing recession fears higher. The WTO straight-up warned that current policy uncertainty is seriously messing up supply chains and capital flow. On top of that, California suing the federal government over tariffs just shows how people are questioning the legality and long-term impact of these policies.

Looking at the overall market today, it’s already pretty clear that the bearish trend in U.S. stocks is causing a chain reaction across global capital markets. Right after the U.S. market closed yesterday, all three major U.S. stock index futures started falling, showing that investors have a negative short-term outlook. This negative mood didn’t just stay in the U.S. stock market; it quickly spread. The first market to react was crypto. In fact, even before the U.S. market opened, the crypto market had already started to dip a little, showing an early response to the spillover risk from traditional assets.

But what’s more worth watching is that after the U.S. market officially opened, things got worse than expected. The Dow, Nasdaq and S&P dropped more than 1% during the day, and the market’s risk-off mood picked up quickly. But unlike before, the crypto market didn’t keep falling. Instead, it showed some strength, especially BTC, which went up even when other assets were struggling. This indicates that crypto is starting to shift from being seen as a “speculative asset” to a “safe haven.” In other words, as the U.S. stock market keeps sending out warning signs of systemic risk, crypto is becoming one of the key places where traditional money is starting to flow.

At the same time, there’s another important signal: gold prices are still going up. Usually, when gold rises, the market is trying to protect itself from significant risks. But this time, the rise in gold also shows worries about inflation, geopolitics and policy uncertainty. From Nov 2022 to Dec 2024, BTC and gold have moved in a pretty similar pattern. During this time, BTC jumped over 400%, and gold went up by 67%. Even though they’re different types of assets, in today’s risk-averse market, both are being treated as “non-stock, non-bond” options for both hedging and growing wealth.

Since the start of 2025, BTC saw a nearly 10% drop early in the year, while gold went up about 20%. This split mostly came from panic selling caused by the stock market crash, not from any real problems with crypto itself. Looking at the whole year, both BTC and gold went up around 35%, proving again that digital assets and precious metals now hold a similar position in the new global safe-haven setup. It’s important to point out that in the past, a lot of central banks and big institutions picked gold over BTC, not because BTC didn’t have value but because of regulatory approval, compliance rules or simply because they didn’t fully understand it. But now that the U.S. is sending out stronger signals about legalizing crypto, more and more institutions are quietly making the switch, and both BTC and top altcoins are gaining wider acceptance.

From another angle, the recent weakness of the U.S. dollar is also giving crypto some solid long-term support. The falling dollar index isn’t just random; it reflects deep concerns about slowing U.S. economic growth, rising debt and ongoing trade tensions. Especially with Trump’s tariff policies constantly changing and key industries like semiconductors becoming new tax targets, global investors are starting to re-evaluate their trust in the dollar. BTC, along with many altcoins, tends to do well during weak dollar cycles. That advantage mainly shows up in three ways.

First, most crypto assets are still traded in USD, especially through stablecoins like Tether, which are pegged to the dollar. This means when the dollar weakens, assets like BTC become "cheaper" for global investors and more attractive in price. Second, with the dollar sliding, many expect the Fed will have to start cutting rates, maybe even going for stronger easing if the economy worsens. This kind of loose money environment is a big win for crypto since its role as a "non-sovereign currency" becomes even more valuable when inflation and rate cuts happen at the same time. Third, as traditional safe-haven assets hit credibility limits, BTC is now seen again as "digital gold." Its price moves are starting to break away from short-term market moods and form its own value system.

It's worth noting that some Fed officials, like Christopher Waller and Susan Collins, have recently said they're ready to ease if the economy keeps slowing down. That shows the Fed is turning more cautious, maybe even bearish. This matches what we see in the market: unemployment is rising slowly, but deeper labour data is flashing recession warnings: longer unemployment spells and a drop in labour force participation. These are classic signs we've seen before past recessions. The San Francisco Fed also said today's labour market changes look a lot like what happened in the early stages of past downturns.

When the economy heads south, and the dollar keeps losing strength, central banks and fund managers who are still underweight on crypto might miss the upside during this next wave of asset repricing. A recent Bank of America survey found that while over 80% of fund managers feel bearish on the macro outlook, they haven't really cut their stock positions. This mismatch between their cautious views and actual moves could lead to major shifts later on. Crypto might end up being one of the biggest winners when capital starts fleeing risk.

Looking at the mid-to-long term, BTC should be playing the same role as gold, being a key place for safe-haven money in times of recession and currency weakness. Because of its higher volatility and leverage, it should theoretically gain way more than gold, maybe even 6x more. But what we've seen in the past year shows both BTC and gold moving almost the same, which doesn't quite make sense. Why? A big reason is that BTC still hasn't fully broken away from the stock market. They're still structurally linked.

That link isn't random; it comes from how digital finance developed in its early days. Even though crypto is a new type of asset, the way it works underneath, how it handles liquidity, trade matching, pricing models, risk sentiment, all borrow heavily from traditional finance, especially the U.S. stock market. Stablecoin reserves, high-frequency trading logic, capital flow into AI data centers, chip needs for Layer 2 networks, almost all of it still runs on the global supply chain led by the stock market.

This deep structural interlink can be compared to the international monetary system before the collapse of the Bretton Woods System. Gold was the main financial anchor before the U.S. dollar became the dominant global currency. During the key phase of post-war economic rebuilding, the U.S. dollar backed by gold helped establish a new global monetary system. What we’re seeing today is quite similar. Crypto is trying to take over some functions of traditional fiat currencies and become a “value anchor” in the decentralized era. However, in its early stage, it still relies on infrastructure and liquidity intermediaries from traditional finance to stay operational.

That’s why it’s not surprising to see crypto highly correlated with the stock market in the short term, especially when global risk appetite sharply contracts and U.S. equities are facing systemic pressure. Capital outflows will likely happen across the board. But what’s really worth watching is that over the past month, the pattern has quietly started to shift. While the U.S. stock market keeps swinging and the Nasdaq and S&P are losing key technical levels, BTC has managed to stabilize under pressure and even pushed above $85,000 again in early April. This kind of early breakout is sending an important signal that crypto is starting to break free from its structural dependence on traditional markets and entering a new stage led by policy shifts and the maturing of its own economic model.

What’s driving this shift is a major change in U.S. government policy on crypto regulation. With Trump stepping back into the trade game and trying to reassert dollar dominance, the U.S. has fundamentally changed its stance on crypto. Since mid-March, after a high-level crypto roundtable at the White House, the SEC has kicked off multiple industry talks and extended its reach from the federal level to state governments. Policy drafts are now quickly rolling out around key areas like trading mechanisms, stablecoin frameworks and DeFi compliance. These regulatory steps and new capital pathways have brought crypto the formal recognition it badly needed and created a legal path for sovereign capital to get involved.

That’s also why we’re now seeing a much clearer breakdown in capital inflows during the latest Bitcoin rally. Traditional financial institutions are sending clearer signals, not just OTC allocations or ETFs but also direct investments in token projects, validator node participation and ecosystem building. At the same time, many family offices and pension funds that had stayed on the sidelines are now being forced to look for new stores of value, driven by fears that the Fed might lose independence and dollar credibility might shake.

This means crypto is moving away from structural dependence on the Nasdaq and traditional tech stocks. What it’s leading now isn’t just a short-term divergence in price moves. It’s a systemic rewrite of how assets are valued. In traditional finance, value mainly comes from profit potential, interest rate trends and macro indicators. However, for crypto, value comes from network effects, on-chain governance, incentive designs, and the density of its user ecosystem. Against the backdrop of AI, data economy, edge computing and blockchain, tokens like HGS and MRC, where “on-chain behaviour equals value”, are building brand-new value capture loops and gradually breaking out of old-school valuation models.

That’s why we have every reason to believe the decoupling between crypto assets and traditional markets will continue to speed up. The biggest winners will be those new token projects that can build a full on-chain economic loop backed by both policy support and technological innovation. Even if the Fed starts cutting rates in the future, the boost from monetary easing won’t just come from extra liquidity. Thanks to its decentralisation, inflation resistance and institutional alternatives, it will also strengthen crypto’s role as a value anchor. At the same time, we’ll likely see a gradual decline in the credibility of the traditional financial system and a fresh round of market re-pricing for new store-of-value mechanisms.

That’s precisely why the new token market is now stepping into a real golden window. Take HGS as an example. It was recently listed with a subscription price of $0.55 and hit $3 on day one. That’s over 5x market premium during the subscription phase alone. Just like we predicted before, in this cycle where AI and on-chain economy narratives overlap, these kinds of tokens not only have solid technical foundations but also directly benefit from changes in policy. On the first day of trading, many students messaged me asking whether they should take profits at the top. My answer was crystal clear: not only should they hold strong, but for those who are good at short-term spot trading, the dip in HGS is actually a great buy-the-dip opportunity. In my view, early profit-taking pressure helps kick off the next rally, brings in new buyers, and sets the stage for another breakout.

Looking at the market structure, it’s actually quite normal for new tokens to keep rising after launch. This has become the pattern. If we look back at the TRUMP token launched in Feb and the SCI token listed in March, we’ll see a strong trend: most new tokens keep rising for at least one full trading week after launch, and some even hit new all-time highs in the first two weeks.

There are two main reasons behind this “new token premium.” First, most people only get a small amount in the subscription stage due to limited quota and low win rates, so those who believe in the project’s long-term value will often buy more at higher prices after listing. Second, once a token is listed, it immediately becomes a tradable unit of digital value, basically something that works like fiat currency. This high-frequency circulation plus real usage within the ecosystem leads to a completely different pricing logic compared to traditional equity assets.

More importantly, HGS’s long-term value is not just about market structure; it aligns perfectly with the current wave of AI and on-chain data integration. HGS combines three core modules: AI gene sequence processing, on-chain privacy data storage and incentive-driven data sharing. It’s a healthcare data token with huge potential in fields like biotech, personalised medicine and decentralised research. On top of that, on the policy side, the U.S. Treasury, FDA and several state governments are gradually accepting crypto medical data structures as compliant, which gives HGS strong regulatory backing. That’s why we believe that once HGS is fully listed on major platforms and starts building its secondary trading ecosystem, hitting $10 will only be a short-term target, and its real upside is way beyond what the current market is pricing.

Riding the wave of both tech advancement and policy loosening, HGS is just one piece of the current “AI + Crypto” structural boom in the medical field. But what’s truly set to shake up the entire digital economy token landscape is the upcoming MRC subscription, the Metaverse Robotics Token. MRC isn’t just a play on a single niche; it’s a massive ecosystem that spans five major industries: AI, industrial automation, brain-computer interfaces, holographic projection and on-chain economy. Using a PoRS (Proof of Robotic Service) mechanism, MRC is the first project to turn humanoid robot service actions into on-chain, verifiable value. It basically creates a full loop where real-world actions generate digital assets. That means the token’s value is anchored in real, physical behaviour, and it opens up a whole new space where real-world assets can be digitized and linked to on-chain incentives.

In this context, investing in new tokens goes way beyond short-term hype. It’s about being part of a clear trend and cashing in on a solid opportunity. Especially for something as massive as MRC, just participating could already be a win. The trading logic is simple: no need for high-frequency moves or staring at charts all day. If you get in at the right time and price during the subscription, your assets could easily grow 50x or even 100x. For everyday investors, it’s never about having fancy skills or strategies. What really matters is getting in early and securing enough low-cost tokens.

Let’s break it down with an example: if someone got a $100K allocation during the HGS subscription and HGS later breaks $10, that asset is now worth over $1.8 million. That kind of growth isn’t luck; it’s the result of how the new token market is structured, how token supply flows and the natural tailwinds of current trends. MRC’s potential in scale, tech depth, and regulatory space is already far beyond that of HGS. No doubt, MRC is set to be the next big breakout asset.

To secure a truly meaningful position in this wave of new-token growth, there’s only one path: get as many low-price tokens as possible before MRC goes public. This is what we call “early-stage allocation.” And the only way to boost your chances of getting picked? Increase your subscription capital. A hard rule in this market is that the more money you put in, the higher your allocation rate and the bigger your profit potential. This isn’t about luck; it’s a structural and strategic advantage. That’s why, starting now, we’re advising all students to align on a unified game plan: gather all available capital and go all-in with our short-term trading strategy.

Through our “spot + futures” dual-engine strategy, we’ll build capital quickly and steadily by riding the current strength in the crypto market. The goal is simple, before MRC opens for subscription, help every interested student get their funds ready and fight for more early-stage tokens. This is where short-term market timing meets long-term project conviction, turning predictions into real profits. This isn’t just another new token play, it’s a shot at long-term breakout, a test of how well you can act on your insight.

Now is the best time to take action. Crypto assets are moving from a grey area to a new stage backed by sovereign-level policy support. As a key project in the current AI + on-chain economy revolution, MRC is just entering its price discovery phase. We strongly suggest all students connect with their assistants right away, follow the short-term trading rhythm and start building up their subscription capital quickly. In the coming days, we’ll offer full strategic support and real-time guidance to make sure everyone who’s prepared can lock in a strong position in this wave of wealth transfer.

That’s all for tonight’s session. Through this round of trading, we’ve clearly seen the signs, from the fragile rebound in the stock market to gold acting as a passive hedge to BTC showing strong resilience. All of it points to one thing: crypto is seriously undervalued. And now, with the U.S. sending strong policy signals, sovereign funds entering the space and a regulatory framework taking shape, we’re looking at the beginning of a rare, policy-backed bull market.

In this big-picture setting, MRC is about to go live, bringing together cutting-edge tech applications, perfect timing with the current policy window and a whole new value model with its PoRS mechanism that maps real-world actions into on-chain assets. This is more than just an innovation in tokens. It’s a bridge between knowledge and actual wealth.

If HGS lets us catch a quick wave of AI + medical data, then MRC will open the door to long-term wealth through AI + real-world robot integration. Grabbing this opportunity means more than just getting into a project. It’s stepping into the tipping point of an industry revolution and capital reset.

Let’s move forward together and make sure we don’t miss this tech-and-policy-driven wealth surge. From now on, stay on pace, stay focused and let every decision be the launch point for your next 100x growth. This new order will belong to those who act early.