Bitcoin is up around 26% this year. A strong gain. But it’s not alone. The higher Bitcoin rises, the less the gains become in percentage terms. It's now in a different league, so a $1,000 or $10,000 move its necessarily what it used to be.
Meanwhile, Gold, silver and copper have also pushed higher in 2025. The Nasdaq 100 is up too. All signs point to a weakening US dollar.
When risk assets and commodities rally together, it's a signal. Investors are shifting. Not out of fear, but to diversify away from the dollar. This is a theme that’s building strength.
Gold is up nearly over 25% YTD. Silver even more. Copper, the industrial bellwether, has joined the rally. These aren’t just trades. They’re strategic moves. A hedge against dollar debasement, inflation, and long-term fiscal risks in the US.
The Nasdaq’s rise tells a similar story. Tech stocks benefit when yields fall and the dollar softens. Big tech also has global revenue exposure. A weaker dollar inflates their earnings in foreign currencies.
What ties all this together? Loss of confidence in the dollar as the sole reserve hedge. Too much debt, too much printing. Central banks know it. They’ve been buying gold for years. Now, retail and institutional investors are catching on.
Bitcoin, the digital alternative to gold, gets the headlines. But it’s part of a broader move. The USD remains the world’s most important currency. That’s not changing tomorrow. But its dominance is being questioned in ways we haven’t seen in decades.
This isn’t just a crypto rally. It’s a dollar diversification play. And it’s gaining momentum.
The forecasts provided herein are intended for informational purposes only and should not be construed as guarantees of future performance. This is an example only to enhance a consumer's understanding of the strategy being described above and is not to be taken as Blueberry Markets providing personal advice.
Meanwhile, Gold, silver and copper have also pushed higher in 2025. The Nasdaq 100 is up too. All signs point to a weakening US dollar.
When risk assets and commodities rally together, it's a signal. Investors are shifting. Not out of fear, but to diversify away from the dollar. This is a theme that’s building strength.
Gold is up nearly over 25% YTD. Silver even more. Copper, the industrial bellwether, has joined the rally. These aren’t just trades. They’re strategic moves. A hedge against dollar debasement, inflation, and long-term fiscal risks in the US.
The Nasdaq’s rise tells a similar story. Tech stocks benefit when yields fall and the dollar softens. Big tech also has global revenue exposure. A weaker dollar inflates their earnings in foreign currencies.
What ties all this together? Loss of confidence in the dollar as the sole reserve hedge. Too much debt, too much printing. Central banks know it. They’ve been buying gold for years. Now, retail and institutional investors are catching on.
Bitcoin, the digital alternative to gold, gets the headlines. But it’s part of a broader move. The USD remains the world’s most important currency. That’s not changing tomorrow. But its dominance is being questioned in ways we haven’t seen in decades.
This isn’t just a crypto rally. It’s a dollar diversification play. And it’s gaining momentum.
The forecasts provided herein are intended for informational purposes only and should not be construed as guarantees of future performance. This is an example only to enhance a consumer's understanding of the strategy being described above and is not to be taken as Blueberry Markets providing personal advice.
The Blueberry Team
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.