DeepFlowTech

整理 & 编译：Deep Tide TechFlow
Guest: Ray Dalio, Founder of Bridgewater Associates
Host: David Sacks
Podcast Source: All-In Podcast
Original Title: Ray Dalio: "AI Is Eating Everything - and It Might Eat Itself"
Air Date: March 3, 2026
Key Takeaways
During his third appearance on the All-In Podcast, renowned investor Ray Dalio delved into the severity of the U.S. debt crisis and made predictions about potential future developments. He discussed in detail the five major forces reshaping the global order, the structural limitations faced by government efficiency departments, the drivers behind the historic high of gold prices, and Bitcoin.

Hong Kong Securities and Futures Commission Chief Executive Carrie Lam emphasized at the event that Hong Kong needs to upgrade market infrastructure, focus on the application of tokenization and distributed ledger technology, and improve the investment efficiency and liquidity of financial products. At the same time, she mentioned that she has collaborated with the Australian Securities and Investments Commission to combat online scams and is involved in the development of global digital asset standards.

FBI and law enforcement agencies from 14 countries, including Europol, jointly shut down the cybercrime forum LeakBase on March 3-4, seizing user data and making arrests. This operation marks a crackdown on platforms involved in the buying and selling of stolen data, with LeakBase having had 142,000 members.

On March 5th, Trader T detected a net inflow of $461 million into Bitcoin spot ETFs, with BlackRock's $IBIT contributing the most at $306 million. Other products such as Fidelity, Grayscale, and others also experienced significant inflows.

Crypto venture capital giant a16z crypto is raising its fifth fund, with a target of $2 billion, focusing on blockchain investments. Despite the significant reduction in size, the company aims to capitalize on changes in the crypto market and remain actively invested. The industry ecosystem is clearly divided, with many companies shifting toward AI and robotics, but Dixon remains committed to the blockchain path, which will influence the future development of the crypto space.