Regarding cryptocurrencies, stop guessing! The core logic is these three points

Recently, friends keep asking me how I see Bitcoin? Actually, the logic has never changed.
First, the US dollar, gold, and crypto assets are part of the same water reservoir. The US stance is very clear now: crypto assets have integrated into the financial system and will always serve as a lever adjustment. So don’t expect gold to surge unilaterally.
Second, the US holds the world's largest gold reserves. It hasn't changed since the end of World War II. Back then, De Gaulle sent ships to pull gold, but the US stopped them—why? Because the US knows very well: if gold is drained, dollar hegemony is over. So how can gold not be valuable? But it can't let gold outshine the dollar. In the past, relying on “opposition” hype, it stopped working over a decade ago, and only then did crypto assets come in to buffer.
Third, they want a “strong dollar, but also a devalued dollar.” Sounds contradictory? Actually, no. First, let everyone continue to trust, hold, and use the dollar, then they can loosen the monetary policy. Recently, in the Middle East chaos, with oil supplies disrupted, countries like the UAE, whose dollar income decreased, actively sought US dollar swaps— isn’t this strengthening the dollar’s position? Bisset’s words are just borrowing others’ mouths to support their own platform.
Conclusion: If they really start to loosen the monetary policy, gold will rise a bit, but if it rises too much, it will be suppressed. As for crypto assets? The US is busy linking cryptocurrencies to energy and key minerals, then on-chain tokenization of RWA—the underlying is still the dollar. The new significance of gold is also within this system.
One sentence: Don’t bet solely on gold, understand the crypto water reservoir, and the dollar remains the ultimate trump card. $BTC