Recently, I watched an interview that completely blew my mind.

Elon Musk dropped another nuclear-level opinion: with AI and robots, the $38 trillion US national debt hole could be fixed within three years. No tax hikes, no spending cuts. Sounds like science fiction? But he was dead serious.

The logic is brutally simple—once AI and robots push productivity to the extreme, the output of goods and services will far outpace the rate at which new money is printed. The result? Prices won't rise but fall, and the real burden of debt will naturally be diluted. He calls this "productivity deflation." In his view, the debt crisis is essentially a side effect of technology iterating too slowly.

What's even more thought-provoking is that the companies under his control are quietly building a complete technological ecosystem. Tesla's Optimus robot will go into mass production next year, directly replacing manual labor; SpaceX is responsible for space-based energy supply; Starlink is laying out a global communications network; xAI acts as the intelligent hub coordinating everything. Put these four pieces together, and it's practically a civilization-level super machine.

But the most mind-blowing part is yet to come.

Musk believes money itself will disappear in the future. When AI and robots can meet all material needs and work becomes a hobby, what's the point of money as a unit of account? His conclusion: the real currency is energy. Whoever controls energy and computing power controls the future value system.

So what about ordinary people? If you want to invest, what would he choose? Musk himself said he’d buy stocks of AI and robotics companies—even if they have nothing to do with him. He specifically mentioned Google and Nvidia.

Interestingly, Masayoshi Son recently liquidated his Nvidia holdings and went all in on next-generation projects like OpenAI. Why? Because the battlefield has shifted from AI training to inference, and Google’s TPU is starting to outperform in terms of cost-effectiveness. The script for the computing power war is being rewritten.

What does this mean for the cryptocurrency market?

First, if productivity deflation really happens, real interest rates could soar, the traditional national debt system would be impacted, and the narrative of crypto assets as hard currency might heat up again. Second, the advancement of AI requires decentralized computing power and energy networks—crypto protocols are likely to become fundamental infrastructure. Finally, the battle between Nvidia and Google for computing power suggests the AI hardware sector will see intense volatility, magnifying both the opportunities and risks of GPU computing power tokens.

Is Musk’s vision the wild fantasy of a madman, or a preview of the future? The three-year countdown has begun. Will you bet on the AI sector, or keep holding your coins and wait?