The Hidden Truth of 2025: Asset Rotation Under Fiat Currency Depreciation

OnChainDetective · 2026-01-08T10:00:10+00:00

Senior investors point out that the depreciation trend of fiat currencies in 2025 has been underestimated. Last year, gold's increase outpaced the S&P 500, indicating that capital allocation is shifting from U.S. stocks to other markets. The ongoing weakening of the US dollar is prompting investors to diversify their investments, and the re-pricing of global assets will continue.

OnChainDetective

2026-01-08 10:00:10

Abstract generation in progress

【Crypto World】Senior investors recently shared a viewpoint: don’t focus solely on the US stock market and AI, as the truly undervalued trend in 2025 is actually the depreciation of fiat currency. It sounds a bit counterintuitive, but the data speaks for itself—gold rose 65% last year (priced in USD), while the S&P 500 only increased by 18%, which is quite a gap. Even more interesting is that major stock markets outside the US performed even more strongly, directly crushing US stocks with double-digit gains.

Why is this happening? Ultimately, it’s the fiscal and monetary policies causing the stir. As the US dollar continues to weaken, investors are starting to diversify their allocations, no longer pouring everything into US assets. This capital rotation has just begun, and the trend will only deepen moving forward. It seems the global asset re-pricing show will continue this year.

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liquiditea_sipper

· 10h ago

Gold has risen 65% compared to 18% in the US stock market. This gap truly is a slap in the face. Too many people are still sleeping in the dream of the US stock market.

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EntryPositionAnalyst

· 11h ago

Gold up 65% compared to the S&P 18%, this gap really hits hard, feels like all the time I spent buying US stocks was wasted. Fiat currency devaluation should have been taken seriously long ago; the dollar has been weak for so long and we still haven't reacted. Is the capital rotation just beginning? Then there's more to come; we need to prepare for the rotation rhythm. Stock markets outside the US are outperforming US stocks by double digits, this signal is clear enough—it's time to wake up, everyone. Basically, stop going all-in on US stocks; diversification is the right way. Most people are still dreaming. The rapid rise in gold isn't without reason; inflation expectations are obvious. It's absurd if you can't see that. Asset re-pricing? That means some people are making money while others are losing. The question is, are you ready? When fiscal and monetary policies stir things up, the winners are always those who sense the trend early. The dollar's weakness isn't a short-term issue; it's a long-term trend. It's time to adjust your asset allocation. Wait, does this logic suggest that diversification can help you survive longer?

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HashRateHustler

· 01-08 15:33

Gold has risen 65% versus 18% in the US stock market, the gap is indeed outrageous. It was about time to allocate some real silver and gold. --- The devaluation of the US dollar has long been something to take seriously, but most people are still chasing the AI dream. --- Is the capital rotation just beginning? Then I need to quickly adjust my positions and avoid getting trapped in US stocks. --- That's right, stock markets outside the US are indeed rising, this time is truly different. --- Fiat currency devaluation is the main theme this year, everything else is just side dishes. --- Wait, does this mean it's still possible to allocate to gold now? I'm a bit tempted. --- When fiscal policy acts up, asset allocation must change accordingly. This logic makes sense. --- A weakening dollar = major asset reallocation. Got it, starting to rebalance. --- This view is a bit contrarian, but the data is right there, so I have to believe it. --- Global re-pricing is happening, those who got in early definitely made a killing.

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StealthDeployer

· 01-08 10:30

The fact that gold has risen 65% really can't be sustained anymore; the dollar is truly depreciating. Wait, are markets outside of the US stock market crushing the S&P? Now that's the real focus. We've heard a lot about fiat currency devaluation, but how many actually dare to bet on non-US assets? Is a weakening dollar necessarily a good opportunity? I feel like things are getting even more chaotic. Speaking of which, capital rotation sounds simple in theory, but in practice, it's a bloodbath with huge gains and losses.

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DogeBachelor

· 01-08 10:30

Gold outperforms US stocks by 65%. This is the real truth, and it's high time to wake up. No one is paying attention to the dollar devaluation, still foolishly buying US stocks. Fiat currency is doomed. We should have allocated hard assets long ago, brother. Wait, doesn't this justify hoarding gold coins and Bitcoin? Is the capital rotation just beginning? Then there's a lot to play for ahead.

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WenMoon42

· 01-08 10:28

Gold 65% dry crushed US stocks, is the dollar really turning into paper... There's nothing wrong with saying that fiat currency is depreciating; it's about time to see it clearly. Wait, is this round just beginning? Then I need to accelerate. That wave of enthusiasm for US stocks should indeed cool down; the era of global allocation has arrived. Honestly, I've been playing the diversification strategy for a long time. When fiscal policy causes chaos, what else can happen if the dollar depreciates to the bottom? Double-digit gains crushing US stocks? Why do I feel like the news just reached everyone so late? Fortunately, the warning came early, or else I would have missed many opportunities again this year.

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PretendingSerious

· 01-08 10:25

Gold has increased by 65% compared to 18% in the US stock market. That gap really hits hard; it was about time to diversify. --- The devaluation of the US dollar is basically just printing money. It's time to wake up. --- Is the capital rotation just beginning? Then I need to quickly adjust my portfolio; I can't go all in on US stocks anymore. --- That's right, but can retail investors really hold on? They're just getting cut. --- Wait, does this mean I should allocate some non-US assets? I'm a bit tempted. --- Fiat currency devaluation is the real inflation; US stock gains can't keep up at all. --- The question is, how can ordinary people get in? Gold is so expensive, and there are fees too. --- Experienced investors? I think they're just encouraging us to take over, haha. --- Global re-pricing sounds like a new era is coming; it's a bit aggressive. --- The US dollar weakening has long been expected. Now you're saying it? Isn't that a bit late?

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ApeWithNoChain

· 01-08 10:11

Gold 65% vs. S&P 18%, this gap is truly remarkable, the dollar is really in slow death

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