Recently, the U.S. government launched a series of major policies aimed at promoting the development of artificial intelligence and Crypto Assets. These initiatives not only have a profound impact on the domestic market but may also reshape the global technology landscape.

First, the U.S. government has introduced a new AI action plan that includes nearly a hundred policy measures. This plan significantly relaxes regulatory restrictions in the AI field and promises to support 'unbiased AI' in federal procurement. This decision could bring huge orders to tech giants like OpenAI and Nvidia. At the same time, the government has also committed to accelerating the approval process for data centers, which will directly benefit tech and energy companies including Nvidia, AMD, and Eaton.

It is worth noting that the United States has made subtle changes to its AI chip export policy towards China. According to reports, the U.S. may allow NVIDIA to sell H20 chips to China, while simultaneously requiring allies to limit the use of Chinese AI technology. This move demonstrates the U.S.'s determination to maintain its global leadership position in the AI field.

In terms of Crypto Assets, the United States has introduced the Digital Asset Clear Act, bringing much-anticipated regulatory clarity to the industry. This act may lead to a reduction in the SEC's powers, while expanding the CFTC's regulatory authority. The new regulations may exempt certain decentralized coins from registration requirements and provide more convenience for small-scale financing. These changes are expected to lower the operating costs of Crypto Assets exchanges like Coinbase and stimulate the growth of DeFi protocols.

Wall Street investment firms are optimistic about the future of AI and encryption technology. Reports predict that by 2030, capital expenditures in the AI and energy sectors could reach $4.1 trillion. Among them, emerging fields such as on-chain carbon trading and AI agents may become investment hotspots.

However, these developments also bring new challenges. Predictions suggest that by the end of 2025, AI agents may dominate 90% of on-chain transactions. This trend could fundamentally change the way the blockchain ecosystem operates, bringing new opportunities and risks.

Overall, the introduction of the new policy in the United States marks a new phase in the development of AI and encryption technology. These measures will not only affect the domestic market in the United States but may also reshape the global technology competition landscape. For investors and industry participants, closely monitoring policy trends and technological developments is crucial.