# Пов'язані статті щодо Dollar

Центр новин HTX надає останні статті та поглиблений аналіз на тему "Dollar", що охоплює ринкові тренди, оновлення проєктів, технологічні розробки та регуляторну політику в криптоіндустрії.

The dollar is weakening – The next crypto rally might start from Japan

The article discusses how the weakening US dollar, combined with Japan's rising bond yields, could trigger the next cryptocurrency rally. Japan's 10-year bond yield has reached a multi-decade high of 2.42%, signaling persistent inflation and potential monetary tightening by the Bank of Japan. This has caused the yen to stabilize after a period of weakness, impacting the JPY/USD pair. Concurrently, cooling US Treasury yields are contributing to a softer US Dollar Index (DXY). Historically, a weaker dollar leads investors to rotate capital from traditional safe-haven assets into riskier ones like crypto, seeking higher returns. Analysts, including Peter Schiff, suggest an overvalued dollar could be a key catalyst for capital flowing into crypto markets. The convergence of these factors—rising Japanese yields reshaping global capital flows and a softening dollar—creates a favorable macro environment for a potential crypto market rally.

ambcrypto2 дні тому 15:28

The dollar is weakening – The next crypto rally might start from Japan

ambcrypto2 дні тому 15:28

A Hidden Financial War? Iran Collects Strait Passage Fees with Stablecoins

Iran has officially institutionalized a mandatory toll system for all large tankers passing through the Strait of Hormuz, rejecting dollar-denominated payments. Instead, fees must be paid either via yuan-denominated wire transfers or in USD-pegged stablecoins via decentralized networks. The move is designed to bypass U.S. financial sanctions and traditional banking channels like SWIFT system. The Islamic Revolutionary Guard Corps (IRGC) is implementing a tiered pricing model based on geopolitical alignment: allies like China and Russia pay the lowest rates, while U.S. allies and Israel are barred entirely. Vessels must display approved flags and are escorted through the strait after payment. This marks the first time a nation has integrated cryptocurrency into strategic-level payment infrastructure at commercial scale. The mechanism could channel over $20 billion annually in stablecoins through Iranian-controlled wallets, creating a grey liquidity pool shielded by sovereign power. However, risks remain. Compliance with sanctions from the EU and UK may void insurance coverage for vessels paying the IRGC, forcing shipowners to choose between longer routes or potential financial penalties. Russia is considering a similar model for the Northern Sea Route, signaling a broader shift toward using geographic chokepoints as financial leverage in a reordered global trade system.

marsbit04/07 03:51

A Hidden Financial War? Iran Collects Strait Passage Fees with Stablecoins

marsbit04/07 03:51

Overseas Funds Accelerate Withdrawal, U.S. Bonds Face Largest Selling Pressure in Six Years

Overseas official investors are accelerating their withdrawal from U.S. Treasuries, with foreign official accounts at the New York Fed shedding $75 billion over the past four weeks—the largest monthly decline since the COVID-19 pandemic hit in March 2020. According to Deutsche Bank research, this implies net sales of approximately $60 billion, marking the most significant sell-off since the pandemic began. The sell-off is particularly concentrated in the mid-term segment of the yield curve, contributing to recent rapid yield rises. Unlike in March 2023, the drawdown was not offset by increased use of the Fed’s FIMA repo facility, indicating outright sales or non-reinvestment of maturing securities. The drop in custody holdings aligns with observed FX intervention by Asian central banks and a broader slowdown in foreign purchases of dollar assets. Historical correlation suggests custody data explains about 50% of the variation in official net flows reported in TIC data. Deutsche Bank warns that sustained foreign selling could erode the “convenience yield” advantage enjoyed by U.S. debt due to its reserve currency status. Estimates suggest the 10-year yield may be suppressed by 90–100 basis points due to dollar dominance. A continued retreat of foreign demand could push long-term yields significantly higher, increasing refinancing costs and affecting global financial conditions.

marsbit03/25 02:59

Overseas Funds Accelerate Withdrawal, U.S. Bonds Face Largest Selling Pressure in Six Years

marsbit03/25 02:59

Venezuelan Businesses Likely Turning to Crypto Amid Dollar Scarcity

Venezuelan businesses are increasingly likely to turn to cryptocurrency due to a severe scarcity of US dollars. Small and medium enterprises report having their dollar bids rejected without explanation, while large corporations in sectors like food, beverage, healthcare, and chemicals receive preferential access. With dollar availability down 13% compared to the same period in 2025, these smaller firms are forced to raise prices and explore alternative markets. Additionally, Venezuela is suspected of holding significant Bitcoin reserves, estimated at nearly $22 million, potentially to circumvent international sanctions. These reserves, if liquidated, could impact the global crypto market. Meanwhile, crypto prices remained stable over the past 24 hours, with BTC trading above $70,000 and projections suggesting a potential rise to around $75,661 in the next month.

TheNewsCrypto03/24 06:53

Venezuelan Businesses Likely Turning to Crypto Amid Dollar Scarcity

TheNewsCrypto03/24 06:53

Gold Plunges 7% in a Single Day, War Fails to Boost Safe-Haven Assets | Rewire Evening News

Gold and silver experienced a sharp decline, with gold dropping 7.2% to $4,551 and silver falling 13.9% to $66.93, despite ongoing Middle East tensions. This unusual drop in traditional safe-haven assets is attributed to a stronger US dollar, rising inflation expectations, and tightening liquidity. The conflict escalated as Israel targeted Iran's South Pars gas field, a key global LNG source, driving oil prices to record highs. Iran retaliated by attacking energy facilities in Saudi Arabia and the UAE. The Pentagon labeled Anthropic's AI safety protocols a national security risk, amid broader military AI adoption. Crypto.com cut 12% of its workforce, reflecting a industry shift toward AI-driven operations. Global stock markets fell due to combined pressures from hawkish Fed policies, energy-driven inflation, and supply-side constraints. The BOJ maintained rates but raised inflation risks, while Apple plans to integrate Gemini-powered Siri. US gasoline prices surged, reinforcing stagflation narrative.

marsbit03/19 20:01

Gold Plunges 7% in a Single Day, War Fails to Boost Safe-Haven Assets | Rewire Evening News

marsbit03/19 20:01

Crypto Market Macro Report: Oil Hurricane, AI Tsunami, and Bitcoin at a Crossroads

Global markets are undergoing a systemic repricing triggered by geopolitical conflict. A blockade of the Strait of Hormuz sent oil prices surging 30%, stoking fears of stagflation and driving a flight to safety into the US dollar. Equities in Asia-Pacific and the US faced a "Black Monday" sell-off. In stark contrast, the AI sector is booming. China's NDRC announced a 10 trillion yuan industry target, and the viral OpenClaw project ignited a rally in related stocks. Bitcoin, caught in the macro storm, broke below the key $70,000 support. Analysis shows 75% of its recent volatility is driven by macro factors, and market sentiment is extremely fearful. However, Bitcoin ETFs still saw a net inflow of $568 million, highlighting a fierce battle between short-term macro-driven selling and long-term institutional accumulation. The core question remains: can Bitcoin's "digital gold" narrative withstand the stagflationary pressures and emerge stronger, or will it be crushed by macro forces?

marsbit03/12 08:10

Crypto Market Macro Report: Oil Hurricane, AI Tsunami, and Bitcoin at a Crossroads

marsbit03/12 08:10

Economists Warn: Stock Market Bubble More Fragile Than Replay of 50-Year-Old Oil Crisis

Economist Steve Hanke warns that while the market fears a repeat of the 1979 oil crisis due to Iran-related supply disruptions, the real vulnerability lies in the U.S. stock market's inflated valuations and monetary policy failures. Unlike 1979, today’s oil market is less exposed: Iran’s production share is smaller, U.S. output is higher, and oil intensity has dropped significantly. Hanke argues that inflation is primarily a monetary phenomenon—driven by Fed money supply expansion, not oil prices—and cautions that current equity valuations (PE ratios near 28-29x) are far more fragile than in the late 1970s. He criticizes U.S. sanctions and military intervention in Iran as economically costly and strategically misguided, likely to create long-term geopolitical enemies while destabilizing global markets. The USD remains strong, and "de-dollarization" narratives are baseless. The true risk is not oil shocks but the Fed’s loose policy and speculative market泡沫.

marsbit03/12 03:47

Economists Warn: Stock Market Bubble More Fragile Than Replay of 50-Year-Old Oil Crisis

marsbit03/12 03:47

Global Asset Plunge: Hormuz, Chips, and a Korean Holiday

A major geopolitical shock occurred on February 28th when a US-Israel coalition launched a massive airstrike on Iran, resulting in significant global market turmoil. This event served as a severe stress test for popular financial narratives, particularly the "debasement trade" which posits that gold and Bitcoin act as hedges against currency devaluation during crises. Initially, gold spiked but then fell over 4%, while silver plummeted 8%. Bitcoin remained largely stagnant. Contrary to expectations, the US Dollar Index rose 1.1%. The core insight was that in an acute crisis, the US dollar, due to its deep liquidity, became the primary safe-haven asset as investors rushed to cover margins and deleverage. South Korea's market, closed for a holiday, experienced a delayed and extreme reaction, with the KOSPI crashing 7.24% upon reopening. This sell-off was exacerbated by high retail leverage and concentrated exposure in key semiconductor firms like Samsung and SK Hynix, critical to the global AI supply chain. The conflict also raised fears about oil supply disruptions via the Strait of Hormuz, directly impacting energy-dependent economies and manufacturing. The event demonstrated that while long-term narratives about dollar debasement and the rise of hard assets remain valid, acute crises overwhelmingly favor dollar liquidity. In moments of panic, the financial system's architecture ensures that the dollar remains the ultimate refuge.

marsbit03/04 05:58

Global Asset Plunge: Hormuz, Chips, and a Korean Holiday

marsbit03/04 05:58

MVC Market Watch: The Second Half of the Overall Dollar Market Consolidation

Amid the Chinese Lunar New Year, the cryptocurrency market remains subdued following the clearing of positions last year. Despite a brief surge in volatility from late-January liquidations, the overall downtrend persists with no clear end in sight. Short-term prospects for crypto assets are viewed cautiously, though the current correction is seen as a consolidation phase within Bitcoin’s broader upward trend since 2022. Market activity remains lackluster, with Bitcoin declining further amid high-volume turnover. Some positive signals include manageable outflows from crypto ETFs, no material liquidation pressure on MSTR, and relatively mild on-chain liquidation data compared to October-November. However, persistent headwinds—such as elevated U.S. equity valuations, ongoing crypto capital outflows, and stagnant dollar liquidity—suggest limited near-term upside. The analysis frames the period since November 2024 as a high-level consolidation for Bitcoin, potentially setting the stage for a significant move later in the year. Optimistically, crypto may enter a new allocation cycle by Q3–Q4, with a market outlook that could eventually rival that of silver. Looking further ahead to 2026, the report highlights two key themes: 1. Base and precious metals, particularly in Latin American and RMB-denominated resource equities. 2. AI-disrupted industries, with beneficiaries primarily in the U.S. and China. The note concludes by reflecting on rapid changes in global production frameworks and the role of capital markets in offering opportunities amid structural economic shifts.

marsbit02/21 02:11

MVC Market Watch: The Second Half of the Overall Dollar Market Consolidation

marsbit02/21 02:11

IMF Warns Dollar-Linked Stablecoins Could Undermine Central Bank Control

The International Monetary Fund (IMF) warns that the widespread adoption of dollar-linked stablecoins could undermine central banks' control over monetary policy. In a recent report, the IMF states that most major stablecoins are not truly independent and are essentially extensions of the U.S. dollar system, as they are backed by short-term dollar instruments like U.S. Treasury bills. This could lead to the creation of a "private dollar warehouse" system that operates outside the traditional banking sector. The growth of stablecoins, which now represent hundreds of billions of dollars, may complicate central banks' ability to manage money supply and conduct monetary policy. In countries with weak currencies, stablecoins could even replace local money. The IMF also highlights that cross-border stablecoin transactions pose risks to capital controls and foreign exchange stability, as they often operate without deposit insurance or a lender of last resort. The report calls for international regulatory cooperation to establish common rules and closer supervision to ensure financial stability.

TheNewsCrypto02/16 11:09

IMF Warns Dollar-Linked Stablecoins Could Undermine Central Bank Control

TheNewsCrypto02/16 11:09

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