2026-01-01 22:05:06

Over 700 major reports are pointing to the same story—and it's reshaping how we should think about asset allocation right now.

Here's what's gaining consensus: AI spending is nowhere near peaking. Governments are doubling down on their policy support. That's the bullish side. But here's the catch—inflation's proving stickier than anyone expected, making it real tough to ignore. Meanwhile, private assets keep attracting capital like never before, while the US dollar? It's on a downward trajectory that could have serious ripple effects across global markets.

The intersection of these forces creates a tricky landscape for investors. Institutions are already rotating positions. Whether you're holding crypto, equities, or diversifying across alternatives—this macro backdrop matters more than most realize. The dollar's weakness alone reshapes how non-USD assets perform.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

22 Likes

Reward
22
8
Repost
Share

Comment

0/400

GasWrangler

· 01-04 18:54

ngl the dollar collapse narrative is getting tiresome... if you actually analyze the data, everyone's just rotating into the same crowded trades. technically speaking, this "private assets" pump is demonstrably sub-optimal when you factor in the real liquidity constraints nobody talks about

Reply0

GamefiHarvester

· 01-04 16:57

Honestly, these 700 reports stacked together don't reveal anything new. We already knew AI hadn't peaked yet. The key now is who can copy the bottom.

View OriginalReply0

Gm_Gn_Merchant

· 01-03 23:31

Ha, 700 reports singing in unison... Feels like the crypto market is about to take off again? The devaluation of the US dollar is definitely good news for us holders. --- When the US dollar falls, non-US assets become popular. This time, it's finally our turn haha. --- Damn, AI isn't over yet... Inflation, that damn thing, is really a nightmare. Whoever predicts it accurately, I’ll eat an egg. --- I just want to know what the institutions are secretly buying, is it following the trend or does it have real logic? --- Private assets are attracting so much money? Why haven't I seen a penny... --- 700 reports telling the same story, and that story is... time to copy homework?

View OriginalReply0

NFTBlackHole

· 01-01 22:32

This wave of USD depreciation, it seems like it's time to rebalance... Feels like the moment to hold cryptocurrencies and non-US assets, right?

View OriginalReply0

ser_ngmi

· 01-01 22:31

Are all 700 reports pointing in the same direction? Bro, this time it's really happening. USD depreciation, AI hasn't hit the ceiling yet, private assets are bleeding... I've already gone all in. --- What? Inflation is still so sticky? No wonder my recent portfolio feels stuck; I need to rebalance. --- The USD decline is basically institutions secretly rotating assets. Has non-US assets taken off this wave? --- Why are all 700 reports so unified? The question is, what's the next move... Can crypto still rise along with it? --- Private assets are unbeatable in attracting capital, but inflation is sticky... That's why I still feel a bit uncertain. --- Really, a weak USD means a complete rewrite of the macro picture. Who still truly considers USD a safe asset? --- AI spending is nowhere near peaking. Listening to this, my ears are getting calloused, but the question is, what about the returns?

View OriginalReply0

AirdropNinja

· 01-01 22:29

The dollar is falling, non-US assets are taking off. I've been watching this logic for over a year haha --- 700 reports just to say AI still needs to keep burning money? Isn't that obvious? --- Sticky inflation, dollar depreciation... Basically, no one knows what to do next --- Private assets are invincible in sucking up capital, and a bit of crypto hedging is needed to feel at ease --- Institutions are reallocating, retail investors are still debating whether to jump in, the gap is huge --- As for the dollar's decline, I've heard these predictions for two years. When will the real crash happen? --- AI spending has no ceiling, and the government keeps funding it. This story is cliché but somehow always profitable

View OriginalReply0

AirdropHarvester

· 01-01 22:26

Hmm... 700 reports are all singing the same tune, but this time really feels different. AI hasn't reached its ceiling yet, governments continue to pour money in, but inflation stubbornly sticks around, and the dollar is starting to weaken... This game is a bit complicated. Private assets have unbeatable money-making ability, but how we adjust our holdings is the real question. Once the dollar depreciates, non-USD assets will take off in minutes, and that's the key.

View OriginalReply0

SelfRugger

· 01-01 22:05

The depreciation of the US dollar... sisters holding non-US assets, just take off! --- Is AI not at its peak yet? What are the institutions hiding in this rotation? --- 700 reports all say the same thing, it feels a bit too uniform. Most likely, everyone is still operating independently. --- Private capital inflows are so fierce, which means someone still understands this game. --- With inflation so sticky, relying solely on the Federal Reserve cutting interest rates probably won't save the situation. --- Is the crypto market actually stable at this time? Because it's operating inversely to the US dollar, right? --- Institutional rotation signals, retail investors are still debating what to buy. --- A weak US dollar is actually a good thing for us holding non-US assets... right? --- Inflation remains sticky until now, and some are still sleepwalking. --- 700 reports pointing to the same conclusion—that's the most frightening part.

View OriginalReply0

Trending Topics
View More
#
Gate2025AnnualReport
20.96K Popularity
#
BitcoinSix-DayRally
6.3K Popularity
#
MemeCoinRebound
5.05K Popularity
#
JusticeDepartmentSellsBitcoin
3.19K Popularity
#
My2026FirstPost
88.91K Popularity

Hot Gate Fun
View More

1
OVY
Ovylus
MC:$3.63KHolders:1
0.00%
2
Ra Ra
ranjha
MC:$3.94KHolders:2
1.33%
3
阿爸爸爸
爹来了
MC:$3.65KHolders:1
0.00%
4
2026
2026
MC:$3.72KHolders:3
0.11%
5
pepe1
pepep
MC:$3.67KHolders:1
0.00%

Sitemap

Over 700 major reports are pointing to the same story—and it's reshaping how we should think about asset allocation right now.

Trending Topics

Gate2025AnnualReport

BitcoinSix-DayRally

MemeCoinRebound

JusticeDepartmentSellsBitcoin

My2026FirstPost

Hot Gate Fun

OVY

Ovylus

Ra Ra

ranjha

阿爸爸爸

爹来了

2026

2026

pepe1

pepep

Pin

Your First Words Matter!
Share your first post on and split $10,000 in New Year rewards.
Post with #My2026FirstPost to share your New Year wish
2026U Position Voucher, Gate New Year boxes, F1 Red Bull merch await you!
Ends on Jan 15, 2026, 16:00 UTC
2026 starts with this post!

Over 700 major reports are pointing to the same story—and it's reshaping how we should think about asset allocation right now.

Trending Topics

Gate2025AnnualReport

BitcoinSix-DayRally

MemeCoinRebound

JusticeDepartmentSellsBitcoin

My2026FirstPost

Hot Gate Fun

OVY

Ovylus

Ra Ra

ranjha

阿爸爸爸

爹来了

2026

2026

pepe1

pepep

Pin

Your First Words Matter! Share your first post on and split $10,000 in New Year rewards. Post with #My2026FirstPost to share your New Year wish 2026U Position Voucher, Gate New Year boxes, F1 Red Bull merch await you! Ends on Jan 15, 2026, 16:00 UTC 2026 starts with this post!

Your First Words Matter!
Share your first post on and split $10,000 in New Year rewards.
Post with #My2026FirstPost to share your New Year wish
2026U Position Voucher, Gate New Year boxes, F1 Red Bull merch await you!
Ends on Jan 15, 2026, 16:00 UTC
2026 starts with this post!