In recent days, the global hot topic has undoubtedly escalated from mutual spraying between Sichuan and Malaysia to tearing each other apart. Why has it reached this level, and how will it evolve in the future? 1. The core of the mutual tearing is still that Old Ma really believes that the US Treasury bond has become a stubborn problem. If he intends to reduce its size, he must not increase government spending anymore, otherwise the problem will be difficult to solve. The Great Beauty Act has not only failed to reduce the deficit, but has significantly increased the deficit. The danger of treasury bond may become an unbearable burden for the American people. Musk believes that on the current trend, the interest on treasury bond will cover the government budget, and in the future, national defense and people's livelihood will not be able to spend. He first joined the Trump camp to support the election, took office, and began to oppose the beauty bill last week. All the reasons and motivations come from this, and it can also be seen that he is really idealistic. 2. After Maskar left office from Doge, Trump withdrew his nomination of Isaacman as director of NASA very soon last week. Isaac Mann is a billionaire entrepreneur and a close ally of Elon Musk. This decision has sparked discussions about NASA's future leadership direction, especially in the context of budget cuts and space policy adjustments. The reduction of tax incentives for electric vehicles in the Great Beauty Act directly affects Tesla's economic interests. Lao Ma works for DOGE and has suffered significant economic losses. The primary goal of returning to the enterprise now is to boost Tesla's stock price and performance. The bill has become a thorn in the side of the eye. 3. So all of the above led to Lao Ma's extreme dissatisfaction with the Great Beauty Act, and he began to criticize the bill until Trump's response, and then went straight to the point of tearing each other apart. Of course, it can also be said, but Musk criticized the bill for leaving a foreshadowing for future liquidation. It not only allows oneself to shed its shell and escape responsibility, but also implies a shift in political stance by drawing a clear boundary. On the other hand, both Trump and Ma are big mouthed, and if they have any dissatisfaction, they can just say it directly. This personality is bound to escalate the verbal battle between the two and begin to expose each other's shortcomings. It's a bit of a 'what are you looking at?' 'what are you looking at?' 'believe it or not, I'll smoke it?' 'really don't believe it, I'll give it back if you smoke it too.' Slowly, both of them got hooked. 4. What is the impact? In the short term, further escalation would deepen the damage to US political business relations. In the United States, capital and politics are not inherently inseparable. Previously, political leaders rarely openly confronted their strong supporters, with counterproductive intentions but silently. If macro uncertainty continues to increase significantly, it will deepen the volatility of the capital market. In fact, it is also detrimental to the Republican Party. After that, donors became very cautious in supporting Republican fundraising. As for the statement that there are "Shen Wansan, Hu Xueyan" in the Old Horse Association, the difference here is that feudal system businessmen have no say, while under the political system of the United States, Old Horse has a great public opinion base (which is the source of power) and can influence a considerable number of people, which cannot be ignored by any political party. Of course, a visible gun is easy to dodge but a hidden arrow is difficult to defend against, and sometimes it is difficult to prevent violent machines from releasing cold arrows in secret. 5. What do you think of the future? The conflict of interests between the two sides is still deep, and there are strong intermediaries involved. In the short term, it seems that both sides can calm down and gradually ease things up after getting involved. Let's see if the powerful middleman can come out and speak. Bill Akaman and Nawal have both stepped forward to publicly mediate, it just depends on when the most powerful man, Peter Thiel, takes action.