2026-01-23 08:00:26

Dalio raised a sharp question at Davos: Are there still buyers for US debt? His answer is to buy gold.

But think about it carefully, this logic can be extended further. The global trust system is being reconstructed, and the monetary order is being adjusted. This is not just an opportunity for gold. The increase in gold prices by 2025 already indicates what the market is choosing—hedging, shifting, and seeking alternative assets.

Against this backdrop, the positioning of Bitcoin and mainstream crypto assets is also changing. They are no longer just high-risk speculative assets, but one of the options for diversified global asset allocation. The US stock market is no longer the only answer; the world's money is indeed quietly changing direction. Those still sleeping in a single asset allocation should wake up.

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GhostAddressMiner

· 01-25 23:37

I've seen through Dalio's rhetoric long ago from on-chain data. The US debt bailout players have already been quietly withdrawing. The recent fund migration patterns of several institutional wallets I track can explain everything... Gold price increase? That's just the surface; the real signals are on-chain. The abnormal activity patterns of early coin-holding addresses are the true answer.

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SerNgmi

· 01-23 08:29

No one really wants US debt anymore, and Dalio's recent comments are quite harsh... The surge in gold also shows what market voting looks like. Those still stubbornly holding onto US stocks should really think twice now.

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OnchainDetective

· 01-23 08:28

Dalio's words hit the nail on the head. According to on-chain data, large USDT flows already reveal clues—money is indeed quietly changing hands, not just talking nonsense. The capital flow behind the surge in gold prices is worth tracking. Through multi-address tracking, several interesting patterns can be observed. It is obvious that risk-averse funds are mass withdrawing from traditional financial pools. There are fewer and fewer buyers of US Treasuries, which has been suspected for a long time. The problem is that everyone is only realizing it now, still sleeping soundly in a single asset.

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ColdWalletAnxiety

· 01-23 08:20

As for U.S. debt, it's been obvious for a long time. But when Dalio says to buy gold, I think he's not being thorough—crypt assets might have a bigger opportunity. Truly smart money has already diversified across multiple assets.

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TokenAlchemist

· 01-23 08:13

ngl dalio's just scratching the surface here... the real alpha isn't gold, it's recognizing the inefficiency vector in cross-asset correlation breakdown. btc and gold moving in tandem? that's the state transition everyone should be watching, not the narrative. single-asset allocation in 2025 is basically just leaving liquidation cascades on the table at this point

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NotSatoshi

· 01-23 08:09

Dalio is right, but gold is just the prologue. The real signal is the crypto market's疯狂吸血, and the loss of favor for US bonds has become a foregone conclusion. The idea of a single asset class should have been thrown into the historical trash heap long ago. I truly feel sorry for those still holding onto US stocks.

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CryingOldWallet

· 01-23 08:08

Dalio's move is quite on point, but gold is just the appetizer, the real issue is that those still clinging to US bonds and US stocks should really reflect on their stance. BTC has been saying these things for a long time, it's just that no one listened back then.

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SerumDegen

· 01-23 08:02

dalio asking the real questions now... but yeah the whole "buy gold" narrative is just copium for boomers who can't read on-chain signals. real money's already flowing into btc and alts, market structure's shifting and most retail is still sleeping through it. cascade is already happening, just nobody's watching the charts close enough to see it coming.

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