2025-12-28 12:20:36

Recently, I analyzed market data and found some interesting phenomena. Precious metals like gold, silver, copper, and platinum, along with Google search popularity, are all hitting record highs. This is not driven by retail speculation, but rather by macro-level asset allocation trends.

Looking at the dollar from a different perspective, the US dollar index has already fallen by 10% this year. What does this mean? It means that if your assets haven't gained more than 10 this year, you're basically losing money. Both traditional stock markets and crypto assets are finding it hard to avoid this trend.

As the dollar continues to depreciate, institutions and countries are starting to seek hedging tools, and precious metals have become the natural choice. This might explain why the行情 in non-ferrous metals is so fierce. The entire logical chain remains quite clear.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

8 Likes

Reward
8
6
Repost
Share

Comment

0/400

ProofOfNothing

· 15h ago

A 10% depreciation of the US dollar is really hitting hard. Does that mean I need to beat the devaluation to avoid losses? Then my BTC gains need to be even more aggressive. The logic of institutions bottoming out in precious metals makes sense, but should we also consider jumping into Bitcoin now? The all-time high of precious metals is indeed attractive, but unfortunately, I’ve already gone all-in on crypto. Do I regret it? This logic is so clear that it almost feels like a "hindsight is 20/20" situation. I should have seen it coming long ago. There are plenty of tools for value preservation, so why isn’t anyone talking about stablecoins? Aren’t they also a hedging option?

View OriginalReply0

GasWhisperer

· 15h ago

ngl the 10% usd depreciation thesis hits different when you map it against mempool congestion patterns... watching macro flows execute like optimized transactions, except nobody's paying attention to the gas costs of currency debasement lol

Reply0

ContractFreelancer

· 15h ago

A 10% depreciation of the US dollar directly says everything. Retail investors are still struggling to choose currencies, while institutions have already bottomed out in precious metals.

View OriginalReply0

rekt_but_not_broke

· 15h ago

The 10% drop in the US dollar is really intense; I haven't even outpaced inflation. Precious metals are really taking off quietly, institutions are secretly accumulating gold. This logical loop is quite ruthless; retail investors are still struggling with the crypto market. If it doesn't exceed 10%, it's considered a loss, which puts enormous pressure on small retail investors like us.

View OriginalReply0

MEVictim

· 15h ago

This wave of USD depreciation has truly forced everyone to take action; lying flat results in negative returns.

View OriginalReply0

ForkItAll

· 15h ago

A 10% depreciation of the US dollar is indeed remarkable, equivalent to asset shrinkage. No wonder institutions are hoarding metals; this wave is definitely not a retail play.

View OriginalReply0