The Dollar is Sliding and Why Crypto Stands to Win Big

I finally had time to dig into what’s happening with the U.S. dollar - and it’s hard to ignore how bullish this setup is for crypto.

The dollar index has dropped nearly 11% in the first half of 2025, its sharpest fall since 1973. For over a decade, Americans benefited from a rising dollar: up 27% vs. the euro, 80% vs. the yen, 67% vs. the AUD. That tailwind is reversing fast.

With Trump pressuring the FED to cut rates and committing $4.5T in deficit spending, policy is deliberately tilting toward a weaker dollar. Historically, periods of widening deficits have aligned with major dollar downtrends. And every time the dollar weakens like this, hard assets explode higher.

Why This Matters for Bitcoin and Crypto

We’ve seen this movie before. In 2020-2021, aggressive dollar debasement post-COVID pushed Bitcoin from $8K to $69K. Fiat lost purchasing power, and crypto became the clear hedge.

This cycle is different because the rails are stronger:

→Bitcoin