The dollar's rebound is just the calm before the storm, as whale funds are seizing the opportunity to adjust their positions, sparking a new wave of cryptocurrency surges!
The latest report from Michael Pfister of Deutsche Bank Research is like a deep-water bomb: the dollar may technically rebound in the short term, but a Fed rate cut in September is a foregone conclusion, compounded by Trump's ongoing attacks on the Fed's independence; any recovery in the dollar will be 'temporary and fragile'!
At this moment, an epic game that determines the flow of wealth is unfolding—smart money has begun to act!
The truth behind the dollar's 'false rebound': interest rate cuts loom, and Trump is the biggest variable
The probability of a Fed rate cut in September has soared to over 90%, and Deutsche Bank has made a strong statement: the dollar's rebound is a paper tiger! The current dollar index of 98.46 seems stable but has only slightly rebounded from the three-year low of 96.37 in early July. Expectations of rate cuts hang like the sword of Damocles, ready to sever the rebound momentum.
Trump transforms into a 'rate cut maniac', raging on Truth Social: 'Cryptocurrency is skyrocketing, the Fed must cut rates immediately! America must come first!' He further threatens to fire Fed Chair Powell. The president's political pressure on the central bank's independence is eroding the dollar's credit foundation—this is precisely the ultimate fuel for Bitcoin's surge!
The three major explosive points behind Bitcoin's shocking reversal to $120,000
Expectations of rate cuts ignite institutional FOMO:
BitBull Capital CEO Joe DiPasquale hits the nail on the head: after Bitcoin breaks the critical psychological barrier of $110,000, off-market funds flood in! The torrent of ETF funds + institutional buying + expectations of rate cuts form a trinity that propels the price of coins to rocket heights.
Trump's tariff nuclear bomb ignites a shift to safe havens:
A black swan event on July 15: Trump threatens to impose a 100% tariff on Russia and secondary tariffs on countries buying Russian oil! The EU immediately retaliates with plans to impose a 58% tax on $84 billion worth of American goods. The global trade war reignites, with 130,000 people in traditional markets liquidating $493 million overnight, while Bitcoin whales seize the opportunity to buy at the $116,000 support level!
'Digital gold' officially usurps position:
When gold plummeted to $3,355 (a 2.3% pullback from the June high) under the dollar's rebound, Bitcoin surged past $123,000 to achieve a new historical high! Golden Wealth's precious metals data reveals the harsh truth: when Bitcoin's volatility exceeds 5%, gold trading volume plummets by 12-15%. The era of 'digital gold' has arrived!
Showdown at the Federal Reserve: The wealth-making code before the July 31 decision
A historic moment is about to explode: if the Fed releases a 'hawkish rate cut' signal on July 31, the dollar may rebound to the 98.5-99 range, and gold could plummet to $3,300—this will be a golden window for buying cryptocurrency!
Institutions have revealed their hand: Bernstein exclaims that this bull market is 'almost entirely led by institutions', and retail funds have not yet entered the market on a large scale. $230 billion in stablecoins could become offensive ammunition at any moment, and the revolution in on-chain payments is about to explode!
Geopolitical black swan hedging strategy: If the situation in the Middle East escalates, gold could jump $50-80 in a single day, while Bitcoin's explosive power will be tenfold! The 'negatively correlated asset portfolio' (70% crypto shorts + 30% dollar longs) could achieve a net gain of 3.2% amidst volatility—true hedging king, it can only be Bitcoin!