Bitcoin and gold took off together this week: in the past 48 hours, Bitcoin surged by $15,000, while gold instantly jumped to $4,600 per ounce.
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Two assets that have nothing to do with each other are soaring at the same time, driven by the same underlying logic: the credibility of the US dollar is weakening. This week the dollar fell by 1% to 2%, hitting a three-month low; Treasury yields were suppressed; inflation expectations started to rise; and money began fleeing fiat currency. This environment is a classic “value-depreciation trade”: buy scarce assets to hedge against fiat currency depreciation.
Analysts have dubbed this rally the “return of the depreciation trade.” The key is that investors no longer trust paper money. US Treasuries have already soared to $40 trillion, while the government keeps printing more. Gold and Bitcoin have become natural safe havens. Gold is a consensus that spans thousands of years; Bitcoin is a consensus in the digital age. When both rise together, it shows the market’s confidence in fiat money is wavering.
When a weakening dollar becomes a trend, Bitcoin’s long-term logic becomes even stronger. This rally isn’t just hype—it’s capital reconfiguring its asset allocations. In your asset portfolio, do you have positions that hedge against fiat depreciation?
One more data point: in this depreciation trade, gold hitting $4,600 is a historically high level, and Bitcoin at $80,000 is fast approaching. The market’s valuation for both assets refreshing at the same time suggests that trust in the fiat system is being repriced—and this trend may be more persistent than most people think.
In one sentence: fiat currency is shrinking, while scarce assets are appreciating. Once you understand this trend, you’ll know why this rally is so fierce.
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Click the avatar to watch the livestream and learn the latest strategies
Two assets that have nothing to do with each other are soaring at the same time, driven by the same underlying logic: the credibility of the US dollar is weakening. This week the dollar fell by 1% to 2%, hitting a three-month low; Treasury yields were suppressed; inflation expectations started to rise; and money began fleeing fiat currency. This environment is a classic “value-depreciation trade”: buy scarce assets to hedge against fiat currency depreciation.
Analysts have dubbed this rally the “return of the depreciation trade.” The key is that investors no longer trust paper money. US Treasuries have already soared to $40 trillion, while the government keeps printing more. Gold and Bitcoin have become natural safe havens. Gold is a consensus that spans thousands of years; Bitcoin is a consensus in the digital age. When both rise together, it shows the market’s confidence in fiat money is wavering.
When a weakening dollar becomes a trend, Bitcoin’s long-term logic becomes even stronger. This rally isn’t just hype—it’s capital reconfiguring its asset allocations. In your asset portfolio, do you have positions that hedge against fiat depreciation?
One more data point: in this depreciation trade, gold hitting $4,600 is a historically high level, and Bitcoin at $80,000 is fast approaching. The market’s valuation for both assets refreshing at the same time suggests that trust in the fiat system is being repriced—and this trend may be more persistent than most people think.
In one sentence: fiat currency is shrinking, while scarce assets are appreciating. Once you understand this trend, you’ll know why this rally is so fierce.
See below 👇, click the chat room to join the group and claim the daily strategy 加入社群领取策略
