Recently, while organizing my thoughts, I suddenly realized that assets are also undergoing a clear generational shift.

Bitcoin, houses, and Moutai are increasingly resembling the safety anchors of the previous generation, leaning more towards stock game theory. Meanwhile, new incremental assets are moving towards physical raw materials. The willingness to have children continues to decline, and human needs are shrinking, but another trend is accelerating—robots are approaching mass production.

Machines don't need emotions, but they do need bodies. Gold, silver, copper, iron, silicon—these components that make up the "shell" are the real essentials. Demand isn't just a story; it's a matter of engineering volume. Because of this, the price trends of these raw materials are becoming increasingly strong.

This isn't a matter of sentiment but structural change. The logic of assets is shifting from "for human use" to "for machine use."