Just past 24 hours, the US has dropped another heavy bomb—withdrawal from 66 international organizations. This is not just a political gesture; behind it lies a reshaping of global rules.

Even more explosive is that at 5:30 PM Eastern Time on Thursday, a key closed-door policy meeting will commence. This meeting is not routine and is highly likely to become a barometer for a series of subsequent aggressive diplomatic and economic policies. The market is watching this event closely.

Why is this so critical? Three dimensions are immediately clear:

**Policy Dimension** — "America First" will be further intensified. Withdrawing from international organizations may just be the appetizer; the real big move could involve major adjustments to international trade rules and tariff policies.

**Market Impact** — Uncertainty in global cooperation will surge, and traditional financial markets will begin price discovery. Risk aversion will rise, and stock and bond volatility will increase—an inevitable reaction.

**Defense Orientation** — Military spending has already been approved at $901 billion, with room for further increases. As geopolitical tensions heat up and defense expenditures rise, where this money flows will directly impact asset allocation.

For the crypto market, this is a critical window. History shows that when the global system experiences intense volatility, capital will frantically seek safe havens. When traditional financial markets are highly uncertain, the unique attributes of decentralized assets become evident—they are not constrained by a single policy and do not rely on centralized credit.

Any strong signals regarding fiscal policy or tariffs from tonight’s meeting could trigger a market frenzy in an instant. Currently, crypto assets are at a critical point of re-pricing.