The market logic is quietly changing, and we may be on the brink of a major market shift.

Recently, the market trends have become increasingly bizarre. The US stock market has surged, which should normally lead to a strong dollar, but it hasn't moved, and US Treasury bonds continue to decline. This phenomenon of being "at odds" clearly indicates a misalignment in logic. When market confidence typically recovers, the dollar should strengthen, yet it is behaving the opposite way.
Asian currencies have collectively surged in recent days. This is not a coincidence; it is capital rapidly leaving the United States and shifting to other markets. It's not a wait-and-see approach; it's a withdrawal.
Previously mentioned "Dollar Tidal 2.0" - large funds finished their layout early in the interest rate hike cycle. Many people missed this round of Bitcoin's rise because their thinking was too habitual: they thought it should fall with rate hikes and rise with rate cuts. The market evolves in cycles, but the paths are often different; replicating past experiences often leads to losses.
The linkage between the US dollar, US stocks, and US bonds has completely broken down. The dollar no longer moves in sync with US stocks; instead, it is retail investors propping up the market while institutions are gradually reducing their positions. Goldman Sachs' research report clearly points out that this recent rise in US stocks is driven by retail investors "buying more as prices rise," while institutions are slowly exiting.
Many people say that the funds have gone to buy gold as a hedge, but gold is now also showing obvious signs of peaking, and the shorts have almost been purged. Traditional safe-haven assets such as the yen and the euro are also weak, and funds have begun to speculate in some non-mainstream currencies, such as the Hong Kong dollar and the Thai baht, which is like speculating on "altcoins" in the currency circle - indicating that mainstream assets are no longer safe.
What is the essence? The market is looking for a way out of the dollar system, even if it means taking on higher risks. Buffett said he wouldn't sell Japanese trading companies for the next 30 years, which is essentially a judgment on the long-term demand for hedging.
What does this have to do with cryptocurrency? Once the credit of the dollar continues to collapse, the next wave of funds looking for an exit will likely be directed towards crypto assets. Currently, the altcoins and commodities that are still lying at low levels are potential breakout points.
We are likely standing at a critical stage of the final shift. If you seize it, the future profit potential is enormous; if you miss it, when the bull market comes, you will only be left as a bag holder.
Remember: the real logic behind Bitcoin's rise is not how great it is itself, but how the US dollar and the fiat currency system are deteriorating. What we earn is the money from the continued devaluation of the US dollar's credit. #五月行情预测#