2025 年 11 月，美国最大城市纽约选出了它历史上首位公开自称“民主社会主义者”的市长——Zohran Mamdani。
他不仅是纽约史上第一位穆斯林市长，也可能是这座城市几十年来政治立场最“左”的一任。
他的政纲几乎条条都能触动普通人的神经：
冻结房租：限制租金上涨，防止房东“随意涨价”；
免费公交：市政承担公共交通费用；
城市杂货店：由政府开设平价连锁；
公托、公屋普及：将教育、住房重新定义为“公共权利”；
提高富人税与地产业税：让顶层承担更多财政责任。
这套看似“左得出格”的纲领，其实正击中了纽约的核心矛盾：生活成本高企、贫富悬殊、年轻人“努力无果”。
这场政治转向，其实早在五年前就被硅谷最冷静的资本家看穿。
在 2020 年一封写给 Mark Zuckerberg 的内部邮件中，Peter Thiel 写道：
“当一个人背负太多学贷、买不起房、无法积累资产，他就会在资本主义体系中没有‘份额（stake）’。而当一个人没有份额时，他自然会转而反对这个体系。”
Thiel 不是左派，相反他是硅谷资本主义的守护神，但他比任何人更清楚这个系统正在崩出裂缝。
他说的“stake”，用高情商的话说，就是“无恒产者无恒心”。
用我们加密行业的话说，就是套牢共生~
如果年轻人看不到机会、无法持有资产，他们就会转向其他叙事。
2025 年纽约选出的“社会主义市长”，正是这封邮件里的那种反弹。
当下的美国，分裂得不只是政党，更是未来的方向。
一派：技术加速主义（Tech Accelerationism）
代表人物包括 Elon Musk、Peter Thiel、Sam Altman、Marc Andreessen 等人。他们相信科技和资本市场是推动社会进步的唯一动力，口号是“加速一切”，哪怕要先打破旧制度。
他们认为——政府太慢，选票太笨，只有算力和资本能让人类前进原来，马斯克也是“深圳帮”的。
这帮人按胡适的阶级划分，更多属于“纳税阶级”，善于提高生产力。
另一派：民主社会主义（Democratic Socialism）
以 Bernie Sanders、AOC、Mamdani 等人为代表，强调收入再分配、公共服务和社会公平。他们的立场是“修补裂缝”，让系统重新为普通人服务。
这帮人按胡适的阶级划分，纯属“食税阶级”，善于搞分配。
一个在太空造火箭、搞 AGI；一个在地上盖公屋、发托育补贴。这就是美国2020年代的路线分裂。
? 但更有趣的是——彼得·蒂尔已经在“用行动回应他自己的预言”
他在 2020 年那封信里提到，年轻人缺乏资本份额（stake）会反对体系。而现在，他似乎找到了一个新的“stake 机制”——加密货币（crypto）。
想想看：
Thiel 早期重仓 Bitcoin
支持 Founders Fund 投资多家 Web3 与 AI 融合项目，
主张让年轻人“直接持有新体系的份额”，绕过旧金融秩序。
这就是另一种“资本分配逻辑”：如果年轻人买不起房、进不了股市、信不过银行，那就让他们在区块链上拥有 stake。
这不是慈善，而是一种新型政治现实主义。
对蒂尔来说，不分点“stake”出去，整个系统可能被社会主义取代。
但是又舍不得拿出真金白银，最好就是搞出加密货币这种新型资产，反正花的不是自己的钱~
截至今天，美国政府已停摆 38 天。
表面上看是预算僵局，实际上是技术派与社会派的制度对撞。
共和党内部的“加速派”希望削减开支、放松监管、优先扶持AI和加密；
民主党进步派要求恢复医保补贴、增加教育和公共支出；
白宫两边都有人，但没有人能让这两种未来共存。
于是，政府预算停摆、机构瘫痪、立法冻结——美国的裂痕不再是红与蓝，而是“AI vs Equality”。
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