- The RMB to USD exchange rate has now dropped to the 6 range. Will the RMB continue to depreciate against the USD?

I think this needs to be considered in terms of long-term and short-term. I will look at the long-term trend and believe that from a long-term market perspective, I tend to think that the RMB will gradually depreciate against the USD.

However, in the short term, it will be affected by many factors, causing certain fluctuations.

To analyze whether the current strength of the RMB reflects a long-term trend or a short-term fluctuation, I will approach it from another angle:

For a country of considerable size, if its economy becomes more developed, theoretically, its currency will become stronger. In this case, if this country has a choice, it would generally be willing to allow its currency to be freely convertible, as this can attract global capital, essentially allowing it to absorb the "blood" of the world.

Therefore, if the current strength of the RMB truly reflects a change in long-term trends, then theoretically, the country would further relax the thresholds for capital inflow and outflow, as this would better attract foreign investment into the domestic market and further boost economic development. Additionally, we should be able to see news about foreign capital flooding into the domestic market and increasing domestic investments, but we currently seem to not see such news or reliable data.

From the perspective of the country's actual policy actions, a series of recent moves (whether it is raising the thresholds for foreign remittances or cracking down on crypto assets again) seem more like controlling capital outflow, worrying about domestic funds leaving. Moreover, this trend has been tightening from a few years ago until now.

The current "strength" of the RMB and the actual tightening of capital control measures are contradictory, so at this time, I will focus on its actions rather than its appearances—this is like observing a person; we need to see what their actual actions mean, rather than how flashy their appearance is.

Furthermore, if the allocation of USD is merely about exchanging RMB for USD within the country, with some domestic bank offering interest on USD, the significance of this is actually very limited.

The greater significance of allocating USD lies in going out to allocate global assets—this is also a major measure that has allowed both companies and individuals in Japan to maintain their economic security during the lost 30 years, avoiding being crushed by the misfortunes of the times.

So from these perspectives, I am not too concerned about the short-term fluctuations of the RMB against the USD and will pay more attention to the long-term trend.

- Recently, I have seen many AI Agents on Binance Alpha showing an upward trend. Will the Virtual platform be unable to compete with Binance's Alpha platform? What are the advantages of the Virtual platform?

I am not very clear about what Binance's Alpha platform entails and have never participated, so I cannot comment on the AI Agents and their prices on it.

However, if we look purely from the perspective of the launch platform, Virtual does not have much technical content. It has a first-mover advantage in this regard, but this advantage is likely difficult to become a barrier.

I think what is most worth paying attention to is not the launch platform, but its ACP protocol and the AI economy formed around this protocol.

If this protocol can create an economy based on AI Agents, then the threshold for this project will be very high and very promising—I believe this should not only be the development direction of this project itself but also the direction that the entire AI + Crypto sector should strive for and develop.

- What impact will Japan's interest rate hike have on cryptocurrency?

Recently, many media outlets, including some economists (such as the well-known Professor Lang), have been discussing the potential impacts of Japan's interest rate hike.

The reason people are paying such close attention is mainly due to the fact that during Japan's lost 30 years, a large number of Japanese companies, conglomerates, and individuals borrowed yen at extremely low costs (close to 0% interest) and widely invested in various markets around the world, leading many to believe in the saying:

The flood of low-cost yen has played a significant role in creating the bull market in US stocks over the past few decades.

Now, if Japan raises interest rates, people are concerned that these funds will withdraw from overseas markets (especially US stocks) and return to Japan. Once those markets lose this large amount of liquidity, a collapse may occur.

This concern has some validity, but I always feel that the impact is somewhat exaggerated. On one hand, even if Japan raises interest rates, the impact of funds flowing back to Japan may not be as significant as imagined; on the other hand, I believe the financial markets should also be prepared to hedge against such consequences.

So overall, I think that even if there is an impact, it won't be too terrifying.

As for the impact on the cryptocurrency market, I actually hope it can drive prices down, so I can start dollar-cost averaging again.

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