2026-01-13 00:00:19

#策略性加码BTC The global political and economic landscape is changing, and asset allocation is undergoing a reshuffle

Recently, interesting chain reactions have appeared in the international markets. On one hand, adjustments in global trade policies have led to expectations of increased tariffs; on the other hand, friction between central bank policies and government stances has become more apparent, directly impacting the pricing logic of traditional safe assets.

The data makes it clear: gold prices repeatedly hit new highs approaching 4600, the US dollar index retreated to levels around 2017, and actions by institutional investors further illustrate the point—large asset management firms are adjusting their US debt holdings, and Japan has sold over 20 billion USD worth of overseas bonds in a single week. Connecting these details points to a deeper question: will the structure of global reserve assets accelerate its adjustment?

For crypto assets, each macro shock like this is accompanied by a reallocation of hot money. Historical experience shows that when traditional finance faces policy uncertainty, alternative assets with lower correlation to the standard system tend to attract new funds. As commodities and gold, classic safe-haven tools, rise, where are the opportunities in on-chain assets and emerging sectors? Under rising risk aversion, how will the market rotate?

These are all worth pondering. Feel free to share your thoughts.

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GasFeeGazer

· 3h ago

Gold approaches 4600, and the central bank still hasn't taken action? This wave is indeed quite interesting. Can BTC be bottomed out? Friends, give some opinions. U.S. bonds are all fleeing, should we also make a move? Japan sold 20 billion this week, truly incredible... Is traditional finance about to collapse? Brothers, institutions are all reallocating, what are retail investors still watching? This time, the difference is that policy friction has become明显, hard to bear. Is the rhythm of hot money moving onto the chain coming? Feels like it's about to gain momentum.

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Rugpull幸存者

· 7h ago

Gold has already risen to 4600, but BTC is still hesitating? This is the real safe haven. Wait, are institutions really selling off US bonds? Does that mean our entry point is coming? Japan sold $20 billion in one week, this pace is a bit rapid... It seems like a change is really coming. BTC is the ultimate answer, everything else is just transitional.

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ForkYouPayMe

· 7h ago

Gold has already reached 4600, but the crypto circle is still hesitating. I really can't hold it anymore... Wait, Japan is issuing 20 billion USD in bonds. This time, it's truly different. Where should hot money go? BTC at this point must increase its position; otherwise, it would be too weak. The friction with the central bank is so intense, indicating that the USD pricing power is truly wavering. Speaking of which, institutions are adjusting their positions. Retail investors, it's about time to think about when to enter the market.

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SandwichDetector

· 7h ago

Gold has already broken 4600, but BTC is still lollygagging? Institutions are dumping US bonds and Japan is offloading bonds, isn't this signal more obvious than ever? --- The central bank and government are fighting, traditional assets are collapsing, now it's our turn on the main stage. --- Japan sold 20 billion USD in US bonds in a week, can you tolerate that? Those who understand, understand. Just move to the chain. --- Is the US dollar returning to 2017 levels? Looks like this round of shakeout is just for new opportunities. --- Gold is about to break 5000, and you're still debating whether BTC will rise? Your perspective is too narrow, brother. --- Policy uncertainty + hot money rushing around, isn't this the prelude to the copycat season? --- Looking at this data, instead of waiting for US bonds to rebound, it's better to directly buy on-chain assets and take a gamble. --- Reserve assets need adjustment; this time, it should be non-mainstream assets' turn to shine.

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JustHereForMemes

· 7h ago

Gold has already risen to 4600, but BTC is still hesitating. This doesn't feel right. --- Selling off US bonds in Japan? The central bank and government are fighting each other? Now it's really time to jump in. --- Every time they say the opportunity is coming, it ends up being a mess. I just want to see who will really get on board this time. --- The US dollar index has retreated to 2017 levels. I should have gone all-in back then. Now it's happening again? Can't learn. --- Hot money wants to reallocate, but I don't have hot money in my pocket, so I can only watch helplessly. --- Under the rising risk aversion, do on-chain assets really attract new funds, or is it just another excuse to cut the leeks? --- Policy uncertainty? When has there been certainty these days... Anyway, I will just hold onto BTC tightly.

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PanicSeller

· 7h ago

Institutions are all stockpiling gold and selling US Treasuries. We need to understand the logic behind this; it's no wonder BTC isn't rising at this time.

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