2026-01-13 00:22:27

In 2026, the global financial markets experienced a period of intense turbulence. The independence of the Federal Reserve became a focal point—political interference and monetary policy clashes are reshaping the flow of global capital.

Data speaks: the US Dollar Index fell to 98.82, marking the largest decline in nearly a decade. Japanese investors sold over $20 billion in US Treasuries in a single week, and US stock index futures collectively declined. What is behind this? Expectations of rate cuts under political pressure have torn apart market confidence in the long-term stability of the dollar.

A series of policy measures followed one after another—judicial investigations, mortgage QE, credit card price caps—deepening divisions within the Federal Reserve. The mirror of history does not lie: during Nixon’s intervention in the Federal Reserve, the US experienced a decade of stagflation. Today, with weak employment data and sluggish economic growth, the cost of pushing for rate cuts may reemerge.

Institutions are raising alarms. BlackRock reduced holdings, LaZard declared "the end of the American exceptionalism era," and JPMorgan warned of prolonged pressure on the dollar. Behind these signals is a global reassessment of the dollar’s credit foundation.

Gold broke through the historic high of $4601, and Asian stock markets absorbed funds against the trend. Diversified safe-haven assets have become an irreversible wave—European Central Bank officials openly state that political interference is eroding global trust in the dollar.

In this landscape, cryptocurrencies like BTC, SUI, DOGE, and others are becoming new choices for some capital. The logic of market rotation is clear: when confidence in traditional reserve currencies wavers, the allocation weight of risk assets will rise. This game is far beyond a mere interest rate battle—it strikes at the very foundation of the dollar’s credit.

What do you think about this upheaval? Can Trump steer the Federal Reserve? Is the throne of the dollar truly loosening? Is the surge in gold just the beginning or the climax? Share your views in the comments.

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Tokenomics911

· 01-15 13:34

The foundation of the US dollar's credibility is shaken, this time really different, it's time to buy the dip in BTC.

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CommunitySlacker

· 01-15 04:25

Damn, is the US dollar really about to collapse? This time it’s definitely different. Japan has started dumping US bonds, what does that mean... confidence has collapsed, brother. Just shouting about interest rate cuts is useless. Politicians can’t compete with the market, history will indeed repeat itself. No one wants to go through the stagflation decade again. It’s not surprising that BTC is suddenly looking attractive; anyway, the dollar’s credit is teetering. Let’s allocate some risk assets. If gold breaks 4601, even inflation can’t catch up—why not get on board? Trump can’t handle anything; the Federal Reserve is an independent judicial institution. Political interference will only accelerate the death of credit. If this move is wrong, there’s no coming back. This is really not hype. The ECB has seen through it all. Diversified safe-haven assets are now the norm. Whether the dollar’s throne remains firm or not isn’t important; what matters is that we should adjust our positions early.

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BrokenYield

· 01-14 20:43

nah, the correlation matrix is screaming systemic risk rn. smart money's already rotating out of usd before the liquidity crisis hits hard.

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StableCoinKaren

· 01-14 19:42

The confidence in the US dollar has truly collapsed, but can crypto really step in? It still feels a bit uncertain...

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YieldWhisperer

· 01-13 00:52

The foundation of US dollar credit is shaking, and this time it's truly different. Political interference with the Federal Reserve is like lighting a fuse on a powder keg. Will the nightmare of stagflation repeat? I bet that breaking $100,000 for BTC is not a dream.

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P2ENotWorking

· 01-13 00:52

The foundation of the US dollar's credibility is shaken. This wave of capital flowing into cryptocurrencies is really not just speculation; the logic is self-consistent.

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PseudoIntellectual

· 01-13 00:51

The foundation of US dollar credit is shaking, is the era of crypto assets being the next taker here? History repeats itself, really. --- Political interference, and the Fed is doomed; the risk of stagflation reappearing is no joke. --- Breaking the 4601 mark in gold is not surprising; the key is whether there is still room afterward, that’s the real question. --- Trump’s influence is a joke; the Federal Reserve’s independence has long been a joke, and now it’s clear. --- BTC and DOGE are taking turns being pumped; it’s just a sign of despair for the US dollar. Money has to go somewhere. --- Japan selling off $20 billion in US bonds; Asia is starting to de-dollarize, it feels like the big show has just begun. --- Expectations of rate cuts caused the dollar to fall this much, indicating the market no longer trusts the US economy. --- The European Central Bank can’t stand it anymore; political interference erodes trust, and that’s said quite plainly. --- The era of US exceptionalism is over? That’s a bit exaggerated, but the US dollar’s throne is indeed shaking, I think. --- Capital is fleeing; gold surges, cryptocurrencies rise together—this is a collective sign of de-dollarization. --- Nixon’s playbook is happening again; history is truly repeating itself, and the stagflation curse cannot be escaped.

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MEVictim

· 01-13 00:43

The foundation of US dollar credit is shaking. Can crypto assets really withstand this wave of capital fleeing? I remain skeptical. --- The fear of stagflation replay is real, but the surge in gold still reflects risk aversion, not genuine confidence in anything. --- The erosion of the Federal Reserve's independence is indeed alarming, but don't overestimate the durability of political intervention; the market will self-correct. --- Is this recent rise in BTC driven by risk aversion, or do people really think it can replace the dollar? Clarifying this logic is essential to judge how long the rally can last. --- The fact that Japan sold $20 billion in US bonds is quite eye-catching. If multiple countries follow suit, the dollar could face serious trouble. --- Lazard said the era of US exceptionalism is over. That's an overstatement; history isn't that simple. --- Trump controlling the Federal Reserve? That's laughable. Politicians simply can't outplay the market; ultimately, the market decides. --- I agree with the logic that crypto asset allocation weight is increasing, but only if the US dollar's credit can truly be shaken to that extent.

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GasOptimizer

· 01-13 00:38

98.82 this point, daily debt selling of 20 billion, the data chain is very clear, the US dollar credit foundation is beginning to loosen. --- I have compared Nixon's stagflation cycle; the historical data is here. Now, with weak employment + strong push for rate cuts, the rate model needs to be recalculated. --- Gold breaking 4601, BTC absorbing, the capital rotation logic is sound, but where the real arbitrage space is still depends on on-chain evidence. --- Central bank intervening in monetary policy, ultimately retail investors are the ones who lose out, this pattern is too familiar. --- JPMorgan Chase warns that the US dollar will remain under long-term pressure. I just want to ask—during this risk-avoidance wave, how will gas fees move? --- The era of American exceptionalism is over? The data speaks for itself. I’ll give a discount on the significance of the BlackRock reduction signal and take another look. --- Trump controlling the Federal Reserve? Ha, political intervention vs. independence, from Nixon to now, the ending is the same; economics can't outdo political science. --- Is the gold surge just the beginning or the climax? It all depends on capital efficiency. The cost of this round of hedging strategies needs to be carefully calculated.

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GasFeeAssassin

· 01-13 00:23

If the US dollar really crashes, this time it's not a joke; history will truly repeat itself.

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