# Сопутствующие статьи по теме Dollar

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Dollar", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Bitcoin Holds Near $91K as Markets Await US Payrolls, Tariff Ruling

Bitcoin is trading near $91,000 as markets await key U.S. economic events, including the nonfarm payrolls report and a Supreme Court ruling on tariffs. Asian markets showed mixed movements, with gains in Shanghai, Shenzhen, and Hong Kong, while China A50 declined. Analysts suggest Bitcoin is consolidating with a slight upward bias, likely ranging between $88,000 and $95,000 for the month. Globally, equities were mixed, Treasury futures rose, and the dollar held gains. Oil advanced amid geopolitical tensions, while precious metals were stable. Fitch upgraded the U.S. growth outlook for 2025.

TheNewsCrypto01/09 06:14

Bitcoin Holds Near $91K as Markets Await US Payrolls, Tariff Ruling

TheNewsCrypto01/09 06:14

Gold and Silver Repeatedly Hit New Highs, Why Has Bitcoin Fallen Instead of Rising?

In 2025, precious metals surged dramatically, with silver breaking above $50 and reaching a record high of $72/oz, gaining 143% annually, while gold hit $4,524.30/oz with a 70% yearly increase. In contrast, Bitcoin fell 8% year-to-date to $87,498, down 30% from its October peak of $126,000. This divergence challenges the "digital gold" narrative, as macro tailwinds driving metals—such as a weaker USD, Fed rate cut expectations, and geopolitical risks—did not extend to cryptocurrencies. Investors preferred established safe havens like gold and silver, with central banks and retail buyers increasing physical holdings. Studies confirmed gold's stability during macro shocks, while Bitcoin behaved more as a high-beta risk asset, correlating with equities. Structural demand differences widened the gap: silver benefited from both safe-haven and industrial demand (e.g., solar panels, electronics), whereas Bitcoin lacks real-world utility and relies solely on financial speculation and on-chain settlements. Without industrial demand, Bitcoin depends on ETF inflows, which have recently turned negative. Silver's rally reflects macro pricing of low real rates and a weak dollar, underscoring Bitcoin's exclusion from the hard asset system. For Bitcoin to recover, clearer regulation, renewed institutional interest, or heightened appreciation of its censorship-resistant features may be needed. However, silver's crowded positioning poses indirect risks to Bitcoin if volatility spikes. The 2025 divergence shows Bitcoin has not yet achieved "hard asset" status. While it may outperform under specific conditions, it currently lacks the institutional trust and industrial utility that support precious metals.

marsbit12/26 05:57

Gold and Silver Repeatedly Hit New Highs, Why Has Bitcoin Fallen Instead of Rising?

marsbit12/26 05:57

When Funds Flow into Gold and Silver, Bitcoin Is Temporarily Left Behind

In 2025, precious metals surged dramatically, with silver rising parabolically to a record $72/oz and gold reaching $4524.30/oz, up 143% and 70% annually, respectively. In contrast, Bitcoin fell 8% year-to-date and dropped 30% from its October peak. This divergence challenges the "digital gold" narrative, as traditional safe-haven drivers—such as a weaker dollar, Fed rate cut expectations, and geopolitical risks—failed to boost Bitcoin. Investors preferred tangible assets like gold and silver, which benefit from institutional credibility and, in silver’s case, robust industrial demand from sectors like solar and electronics. Bitcoin, lacking industrial utility and relying on speculative and financial demand, struggled as ETF flows turned negative. While Bitcoin’s potential remains tied to future regulatory clarity or unique features like censorship resistance, it has yet to be integrated into the hard asset ecosystem. The 2025 trend underscores that macroeconomic tailwinds do not automatically extend to cryptocurrencies.

比推12/26 05:16

When Funds Flow into Gold and Silver, Bitcoin Is Temporarily Left Behind

比推12/26 05:16

Bitcoin Never Hit $100K in Real Terms Despite $126K Peak

Despite reaching a nominal all-time high of $126,000 in October, Bitcoin never surpassed the $100,000 threshold in real purchasing power, according to Galaxy Research. Adjusted for inflation using 2020 dollars, the peak value was only $99,848—falling short by just $152. The analysis, led by Alex Thorn, highlights the significant erosion of the U.S. dollar's purchasing power, which has declined by about 20% since 2020 due to persistent inflation. This underscores the importance of evaluating investment performance in real terms rather than nominal values. Bitcoin is currently trading around $87,317, well below its October peak, as markets contend with ongoing economic pressures.

TheNewsCrypto12/24 05:14

Bitcoin Never Hit $100K in Real Terms Despite $126K Peak

TheNewsCrypto12/24 05:14

Bitcoin ‘never crossed’ $100K if adjusted for inflation, says Alex Thorn

Alex Thorn, head of research at Galaxy, states that Bitcoin never reached $100,000 when adjusted for inflation. Although BTC hit a nominal all-time high of over $126,000 in October, its inflation-adjusted peak in 2020 dollars was $99,848. This calculation accounts for the decline in the U.S. dollar's purchasing power, which has fallen approximately 20% since 2020, as measured by the Consumer Price Index (CPI). The CPI shows prices are now 1.25 times higher than in 2020. The report highlights the accelerated decline of the U.S. dollar in 2025, with the Dollar Currency Index (DXY) falling 11% this year, contributing to the popularity of the "debasement trade" where investors seek assets that retain value as fiat currency weakens.

cointelegraph12/24 03:38

Bitcoin ‘never crossed’ $100K if adjusted for inflation, says Alex Thorn

cointelegraph12/24 03:38

From Gatekeeper to Gravedigger: JPMorgan Bets on Physical Precious Metals, Shorts Dollar Credit

JPMorgan Chase, a long-standing guardian of the U.S. dollar-centric financial system, is reportedly shifting its core precious metals trading team to Singapore—a move interpreted as a strategic pivot away from Western dollar hegemony. The bank has reclassified approximately 169 million ounces of silver in COMEX vaults from “deliverable” to “non-deliverable,” effectively locking down nearly 10% of global annual supply. This signals a broader bet on physical metal accumulation and a loss of confidence in paper-based derivatives. The London and New York systems, built on leveraged paper contracts (with claims far exceeding physical metal), are showing strain. Central banks are accelerating gold repatriation, while industrial demand—especially for silver in green technology—is draining physical inventories. Extreme backwardation in silver and extended delivery wait times at the Bank of England suggest a structural rupture between paper markets and physical reality. Meanwhile, Shanghai has emerged as the world’s largest physical gold exchange, emphasizing full physical settlement and rejecting the Western paper-gold model. China’s industrial demand and central bank purchasing are pulling vast metal volumes eastward, reshaping global liquidity and pricing power. Singapore is positioning itself as a neutral hub with tax-free private vaults, attracting Western institutions like JPMorgan seeking a safe, politically acceptable base near Asian demand centers. Yet it remains caught between dollar liquidity and yuan-driven physical trade anchored in Shanghai. JPMorgan’s maneuver reflects a deeper shift: the end of financial alchemy based on unlimited paper leverage and the return to a tangible asset system where physical metal defines value and trust.

比推12/12 15:31

From Gatekeeper to Gravedigger: JPMorgan Bets on Physical Precious Metals, Shorts Dollar Credit

比推12/12 15:31

When the Fed is Politically Captured, Is Bitcoin's Historic Opportunity Here?

When the Federal Reserve announced a 25 basis point interest rate cut and a plan to purchase $40 billion in Treasury bills over 30 days on December 10, 2025, the reaction was unexpectedly pessimistic. Instead of falling, long-term bond yields rose—a sign that markets are pricing in a deeper structural risk: the potential loss of Fed independence. Political pressure is at the heart of this shift. Before the decision, a key Trump economic advisor accurately “predicted” the cut, raising suspicions that the move was politically influenced rather than data-driven. This erosion of trust threatens the foundation of U.S. monetary credibility and, by extension, global confidence in the dollar. In this environment, Bitcoin and crypto assets gain relevance. Bitcoin’s fixed supply of 21 million positions it as a hedge against potential uncontrolled money printing if the Fed succumbs to political pressure. Its decentralized nature also makes it immune to government interference—a key advantage as institutional trust declines. Ethereum and DeFi present an alternative financial infrastructure where transactions are governed by code, not central authority. While stablecoins like USDT and USDC remain dollar-pegged and exposed to dollar risk, decentralized alternatives like DAI could benefit from declining faith in traditional systems. Crypto remains highly risky and volatile, but as traditional systems face credibility crises, its role may shift from speculative asset to a legitimate hedge against sovereign risk.

深潮12/12 09:17

When the Fed is Politically Captured, Is Bitcoin's Historic Opportunity Here?

深潮12/12 09:17

Bitcoin's Losses Against the Dollar Are 10 Times Lower Than Against the Ruble. How Did This Happen

The article analyzes Bitcoin's (BTC) significant 30%+ depreciation against the Russian ruble since the start of 2025, contrasting it with much smaller losses against major currencies like the US dollar (~3%). This disparity is attributed to the ruble's own substantial strengthening, which appreciated roughly 25% against the dollar over the same period. Consequently, while Bitcoin hit new all-time highs against the dollar, euro, and yen in late 2024, it failed to do so against the ruble. The piece further explains that the Russian ruble/Bitcoin exchange rate is not directly traded on major spot markets. Instead, it is calculated by converting the BTC/USD price using the current USD/RUB rate, leading to potential pricing discrepancies. This indirect method, coupled with the absence of major exchanges like Binance from the Russian market, has fragmented liquidity. The market now heavily relies on peer-to-peer (P2P) exchanges and over-the-counter trades using stablecoins like USDT, which often trade at a premium to the official dollar rate. These conditions have created a challenging environment, increasing fraud and "gray" schemes in P2P markets. The situation is further complicated by recent Russian legislation that impose criminal penalties for using "dropper" bank accounts (money mules) and restrict cash withdrawals, which are expected to significantly alter the crypto exchange landscape.

RBK-crypto12/11 21:30

Bitcoin's Losses Against the Dollar Are 10 Times Lower Than Against the Ruble. How Did This Happen

RBK-crypto12/11 21:30

Fed Cuts Rates and Buys Short-Term Bonds: US Stocks, Short-Term Treasuries, Gold Rise; Dollar Falls; Bitcoin Fluctuates

On December 10, the Federal Reserve cut interest rates by 25 basis points and announced a plan to purchase $40 billion in Treasury bonds over the next 30 days. Before the announcement, U.S. stocks were mixed, the dollar and gold declined, and Treasury yields edged lower. After the release, equities and gold initially fluctuated before rising, short-term Treasury yields fell briefly, while longer-term yields eventually climbed. During the press conference, Chair Powell indicated that Treasury purchases would remain elevated in coming months but downplayed expectations for another imminent rate cut. His comments drove stocks higher, with major indices extending gains. Bond yields trended downward overall, and the dollar weakened further. Gold recovered early losses to hit a daily high, while Bitcoin experienced volatility before climbing toward the end of the event. By the end of the press conference, the S&P 500 and Dow were up 0.7% and 1.1% respectively, short-term yields hit session lows, the dollar index fell over 0.6%, and gold advanced 0.6% to approach $4,239. Bitcoin also rose, nearing $94,500.

华尔街日报12/10 21:29

Fed Cuts Rates and Buys Short-Term Bonds: US Stocks, Short-Term Treasuries, Gold Rise; Dollar Falls; Bitcoin Fluctuates

华尔街日报12/10 21:29

Space Recap | When a Weakening Dollar Meets a Resurgence in Liquidity: Crypto Market Trend Analysis and Tron TRON Ecosystem Strategy

A review of a recent Space discussion explores the connection between a weakening US dollar, improving global liquidity, and potential trends in the cryptocurrency market. While recent market rebounds align with these macro shifts, analysts caution against declaring a definitive trend reversal, characterizing the current state as a "repair" phase following excessive pessimism. Key takeaway is that a true market inflection point requires sustained signals: confirmation of a Fed easing cycle with continuous rate cuts, a fundamental weakening of the US economy suppressing the dollar, and a synchronized rise in non-US currencies. Investors are advised to monitor the next 1-2 months for persistence in dollar weakness and concrete Fed action. The discussion also outlined a probable capital flow trajectory: liquidity would first enter core mainstream assets like Bitcoin and Ethereum. Assets with solid utility, like TRX with its payment demand and user base, are also positioned for early benefit. This would be followed by a rotation into higher-yield, narrative-driven sectors like RWA, AI, and Meme coins. The Tron (TRON) ecosystem was highlighted as a strategic entry point and hub for this potential capital rotation. Its position as a major network for stablecoin circulation (like USDT) offers a low-risk, non-volatile on-ramp. Users can then earn stable yields through its DeFi protocols (e.g., JustLend DAO, SUN.io) while awaiting clearer market trends. Finally, its native DEX, SunSwap, provides a seamless gateway to convert stable yields into higher-risk, high-reward生态 assets (e.g., AINFT, SunPump) when market sentiment improves, enabling a strategy of participating cautiously while preparing for potential upside.

深潮12/10 11:46

Space Recap | When a Weakening Dollar Meets a Resurgence in Liquidity: Crypto Market Trend Analysis and Tron TRON Ecosystem Strategy