While everyone is watching local moves in BTC, the macroeconomic picture is changing. Japan is forced to sell U.S. Treasury Bills to keep the yen from plunging. China is acting even more aggressively—it continues to get rid of U.S. debt while, at the same time, buying gold for over 20 consecutive months and serving as an infrastructure (BRICS Pay, gold reserves in Hong Kong) for settlements in yuan.
What does it mean in the language of facts?
De-dollarization of reserves—the largest holders of US debt are gradually reducing their reliance on the dollar.
Pressure on US Treasuries— the more bonds are dumped on the market, the higher their yields rise and the greater the pressure on the US financial system.
Flight to hard assets—gold is the first to absorb this capital, but risk hedging won’t stop there alone.
Major financial breaks don’t happen in a single day. They unfold over months slowly, and then they occur instantly. If de-dollarization accelerates, capital will look for alternative decentralized instruments. And Bitcoin in this chain reaction is one of the first in line.
I’m following this trend and getting ready for the 2026–2027 cycle. And what do you think will hit the market faster: gold or BTC?
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