# Сопутствующие статьи по теме Geopolitics

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

History Repeats for the Fourth Time, Is BTC Launching a New Super Bull Market?

The cryptocurrency market, particularly Bitcoin, is experiencing a period of significant underperformance and low volatility, contrasting sharply with the strong rallies in traditional assets like gold, silver, and U.S. equities in 2025 and early 2026. This divergence is attributed to Bitcoin's role as a leading indicator for global risk assets, reflecting underlying macroeconomic pressures. Key factors behind Bitcoin's weakness include global liquidity tightening from continued Federal Reserve quantitative tightening (QT) and Bank of Japan interest rate hikes, as well as heightened geopolitical tensions under the Trump administration, which have increased market uncertainty and risk aversion. Meanwhile, the surge in traditional assets is driven by sovereign and policy-led forces rather than broad macroeconomic improvement. Gold's rise is fueled by central banks diversifying away from U.S. dollar dependency, while equity gains in the U.S. and China are concentrated in sectors aligned with national industrial policies, such as AI and defense. Historically, Bitcoin has shown four major instances of extreme overselling relative to gold (as indicated by RSI below 30), in 2015, 2018, 2022, and now in late 2025. Each preceded a significant Bitcoin bull run. The current divergence may signal an impending market rebound for Bitcoin, while traditional markets like small-cap stocks and AI sectors show signs of being overvalued and vulnerable to a correction. The article cautions against abandoning crypto for seemingly booming traditional markets, as Bitcoin's stagnation may be a预警 of broader risks and a potential setup for a major narrative shift.

marsbit01/21 03:06

History Repeats for the Fourth Time, Is BTC Launching a New Super Bull Market?

marsbit01/21 03:06

U.S. Stocks, Bonds, and Currency Plummet! Danish Pension Fund "Dumps U.S. Assets," Gold Soars

A major financial shock hit US markets on January 20, with stocks, bonds, and the dollar all falling sharply. The Dow dropped 1.76%, the S&P 500 fell 2.06%, and the Nasdaq declined 2.39%. The 10-year Treasury yield surged to 4.3%, and the dollar index fell below 99. European markets also fell, and even Bitcoin dropped below $90,000. The turmoil was triggered by geopolitical tensions after former President Trump expressed interest in acquiring Greenland and threatened tariffs on European countries that opposed the move. In response, the EU considered retaliatory tariffs on $93 billion of US goods. In a significant move, Danish pension fund AkademikerPension announced it would sell all its US Treasury holdings—around $100 million—citing unsustainable US fiscal policies and Trump’s threats toward Greenland. Other Danish pension funds also reduced exposure to US assets. As investors fled dollar assets, gold soared to a record high above $4,800 per ounce, while silver also surged. In contrast, cryptocurrencies fell sharply. Central banks, including Poland’s, are increasing gold reserves as a hedge against uncertainty. Ray Dalio of Bridgewater warned that Trump’s policies are sparking a "capital war," undermining confidence in the dollar’s role as the global reserve currency. Goldman Sachs noted that recent US actions have damaged the perceived safety and predictability of US assets.

marsbit01/21 02:20

U.S. Stocks, Bonds, and Currency Plummet! Danish Pension Fund "Dumps U.S. Assets," Gold Soars

marsbit01/21 02:20

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