This afternoon, I used a human-in-the-loop approach to restructure the self-built self-referential loop financial market analysis AI Agent. Then, I collaborated with it to analyze the underlying logic behind this week's simultaneous surge in U.S. tech stocks and altcoins in the crypto market. Quick summary of the conclusion: This rally is likely the last wave for risk assets like U.S. stocks and the crypto market. A new financial market cycle will begin after the rate cut on September 17. One sentence to describe the current market situation: A leaking boat carries wine, singing midstream. Beta position adjusted to overweight gold at 80%, with 20% of the Alpha position allocated to extremely high-risk new narrative sectors (smart robots, Pokémon RWA cards).