Recently, the market trends have become increasingly bizarre. The US stock market has surged, and one would expect the dollar to follow suit, but it hasn't moved, and US bonds continue to decline. This phenomenon of being 'at odds' clearly indicates a misalignment in logic. When market confidence normally recovers, the dollar should strengthen, but now it's the opposite.
Asian currencies have collectively surged in recent days; this is not a coincidence, but rather capital is rapidly leaving the US and shifting to other markets. It's not a wait-and-see approach; it's a withdrawal.
Now, the interconnection between the dollar, US stocks, and US bonds has completely shattered. The dollar is no longer in sync with US stocks, and it's the retail investors who are propping up the stock market, while institutions are gradually reducing their positions. Goldman Sachs' research report clearly indicates that this wave of increase in US stocks is driven by retail investors 'buying more as prices rise,' while institutions are slowly exiting.
Many people say that capital is all going to buy gold for safety, but gold is also showing clear signs of peaking, and the short positions have almost been cleared. Traditional safe-haven assets like the yen and euro are also weak, and capital is beginning to speculate on some non-mainstream currencies, such as the Hong Kong dollar and Thai baht, similar to how cryptocurrencies are speculated on 'altcoins'—indicating that mainstream assets are no longer safe.
What is the essence of this? The market is seeking an escape route outside the dollar system, even if it means higher risks. Buffett's statement about not selling Japanese trading companies for the next 30 years is fundamentally a judgment on long-term demand for safe-havens. What does this have to do with cryptocurrencies?
Once the credibility of the dollar continues to collapse, the next wave of capital seeking an exit direction is likely to be towards crypto assets. Currently, altcoins and commodities that are still languishing at low levels are potential explosion points.
We are very likely standing at the critical stage of the last wave of transition. If we seize it, the future profit potential is enormous; if we miss it, when the bull market arrives, we can only be the ones left to pick up the pieces.
The market never misses opportunities; the question is whether you can seize them. By following experienced and capable individuals, we can earn more. You give me trust, and I will return you results.