#以太坊大户持仓变化 $BTC, $ETH, take a look at this wave of the US dollar market. The latest survey from Reuters shows that foreign exchange analysts still remain bearish on the dollar — this outlook has persisted into early 2026. It is estimated that the dollar will weaken slightly before the end of the year, and this has become a market consensus.
Why is that? The issue of the Federal Reserve's independence remains unresolved, coupled with ongoing expectations of interest rate cuts. The combination of these two factors determines the tone of the dollar in the near future. For us crypto traders, a weaker dollar means liquidity will flow into other assets, including cryptocurrencies.
Another interesting perspective — the euro is being bullishly viewed. Most analysts expect the euro to appreciate steadily. A weaker dollar and a stronger euro are relative relationships, but they influence the valuation logic of global risk assets. In other words, macroeconomic factors are laying a relatively friendly groundwork for the crypto market.
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SilentObserver
· 01-10 03:41
The US dollar has been weak for so long and still hasn't moved. It feels like analysts talking about this every day is just like farting... But since everyone is saying it, let's just assume it's true. Anyway, it doesn't hurt us holding the coins.
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tx_pending_forever
· 01-09 18:25
When the dollar is weak, just pour into cryptocurrencies. I'm tired of this logic, honestly. Every time I hear it, but what’s the result? Should it fall or keep falling?
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StableNomad
· 01-08 06:28
weak dollar thesis again... statistically speaking, we've heard this one before. reminds me of UST in May when everyone was screaming "macro tailwinds incoming." not saying it's wrong, but correlation doesn't equal causation, yeah? the risk-adjusted returns on that narrative feel... stretched rn tbh
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0xLuckbox
· 01-08 06:27
A weak US dollar indeed benefits the crypto market, but don't celebrate too early. It's still uncertain when true liquidity will enter the market.
#以太坊大户持仓变化 $BTC, $ETH, take a look at this wave of the US dollar market. The latest survey from Reuters shows that foreign exchange analysts still remain bearish on the dollar — this outlook has persisted into early 2026. It is estimated that the dollar will weaken slightly before the end of the year, and this has become a market consensus.
Why is that? The issue of the Federal Reserve's independence remains unresolved, coupled with ongoing expectations of interest rate cuts. The combination of these two factors determines the tone of the dollar in the near future. For us crypto traders, a weaker dollar means liquidity will flow into other assets, including cryptocurrencies.
Another interesting perspective — the euro is being bullishly viewed. Most analysts expect the euro to appreciate steadily. A weaker dollar and a stronger euro are relative relationships, but they influence the valuation logic of global risk assets. In other words, macroeconomic factors are laying a relatively friendly groundwork for the crypto market.