#密码资产动态追踪 $ETH The US dollar depreciation expectations are heating up, leading to re-pricing of gold and crypto assets

The Federal Reserve is facing unprecedented policy pressures. Market data shows: the US dollar index continues to weaken, US Treasury yields are experiencing increased volatility, and global central banks and institutional investors are adjusting their asset allocations. The latest moves by major asset management firms like JPMorgan and Invesco confirm this shift—they are reducing holdings in dollar assets while increasing their positions in diversified assets.

Gold performance has been particularly impressive. After a rise of over 65% last year, analyst forecasts for gold prices in 2026 have been raised to around $6,000 per ounce, reflecting a deep judgment on global liquidity and the demand for safe-haven assets.

Even more noteworthy is the acceleration of de-dollarization worldwide. The share of dollar reserves has fallen from historic highs to below 40%, indicating a decreasing attractiveness of traditional dollar allocations. Institutional investors are clearly choosing to increase holdings in gold and Eurasian assets, while also focusing on digital assets like $ETH, which are highly liquid and have strong decentralized features.

This is not just simple exchange rate fluctuation but a reshaping of the global capital landscape. For individual investors, it has become essential to reassess dollar exposure and balance diversified asset allocations.