The USD is down roughly 13% in 2025 — and this isn’t just a price move, it’s a signal of systemic stress.
Liquidity is tightening.
Pressure is building in repo and funding markets.
Delinquencies are rising, and commercial real estate debt is hitting a wall.Global trade is gradually shifting away from the dollar.
U.S. interest expenses are nearing $1T per year — an unsustainable path.
Policy makers face only two choices:
→ Inflate the debt
→ Let the system break
There is no clean exit.
These phases historically precede major wealth transfers — well before the headlines appear.
Markets move first.
Here’s a short, clean English version:
Dollar Weakness Is Becoming Structural
The USD is down roughly 13% in 2025 — and this isn’t just a price move, it’s a signal of systemic stress.
Liquidity is tightening.
Pressure is building in repo and funding markets.
Delinquencies are rising, and commercial real estate debt is hitting a wall.
Global trade is gradually shifting away from the dollar.
U.S. interest expenses are nearing $1T per year — an unsustainable path.
Policy makers face only two choices:
→ Inflate the debt
→ Let the system break
There is no clean exit.
These phases historically precede major wealth transfers — well before the headlines appear.
Markets move first. Narratives follow.
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#Dollar #DeDollarization #Markets #Crypto #GlobalEconomy
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