Dec 26 – Forbes reports that as Bitcoin pulls back from its October all-time high, market concerns over the U.S. dollar system are mounting. Analysts warn the dollar could face structural downside risks, while gold and silver’s sustained rally through 2026 may pave the way for a new Bitcoin uptrend. Data shows Bitcoin is currently hovering around $90,000, down sharply from its prior peak of roughly $126,000. Year-to-date, gold has climbed ~20% and silver has surged 64%. Ramnivas Mundada, GlobalData’s Economic Research Director, notes the 2025 precious metals rally signals a shift in the global monetary system from dollar-centric to multipolar. He projects gold could gain another 8-15% by 2026, with silver poised to rise 20-35%. Analysts say this trend isn’t just a safe-haven play — it’s strategic allocation by institutional investors amid geopolitical tensions, a slowing U.S. economy, trade frictions, and accelerating de-dollarization. Markets are also betting on further Fed rate cuts in 2026, which would dim the dollar’s appeal. U.S. President Trump recently stated he wants the new Fed chair to aggressively cut rates when markets perform well, boosting loose monetary policy expectations. Longtime dollar bear and economist Peter Schiff bluntly declared “dollar hegemony is ending,” adding gold will reemerge as a core central bank reserve asset. Notably, while gold and silver have surged, Bitcoin has lagged recently. Bitbank analyst Takuya Hasegawa points out that amid “overheating signs” in U.S. stocks and commodities, Bitcoin’s current valuation looks undervalued and could attract valuation-driven fund inflows ahead.
