At three in the morning, I met Yamamoto at an izakaya in Roppongi, Tokyo—a veteran managing macro hedge funds for top investment banks. The water droplets on the whiskey glass wall resembled the condensation of global market sentiment at this moment. On the phone screen, gold and silver had quietly risen into a beautiful arc after the yen interest rate hike took effect.
“Look, the safe-haven funds have already voted with their feet.” Yamamoto pointed at the chart, his eyes lacking excitement, only a hunter's calmness, “Japan's interest rates can't go up to the sky, the debt they bear is a live volcano. But the real show…” he paused, lowering his voice, “is the U.S. interest rates, which can drop underground. The next question is just, from the overwhelming flood spilling out of traditional markets, will it choose U.S. stocks or your big pancake (BTC) as the next flood relief area?”
He took a sip of wine and said something that instantly sobered me up: 'But no matter where the flood goes, during the chaotic period when the waves hit the shore and the direction is unclear, the only position in my fund that I dare to hold without increasing or decreasing at night, and feel at ease about, is not gold, nor US Treasuries, but Decentralized USD. It is the 'ballast' of all my aggressive bets, allowing me to calmly observe this relay game.'
From 'expectation game' to 'value anchoring': the strategic switch of smart money.
Yamamoto's logic reveals the core differences between top investors and ordinary retail investors: while the public is still entangled in the short-term price game of 'is the rate hike a bad omen?', smart money has already begun the strategic switch of asset attributes.
The first layer of the narrative has ended: the impact of Japan's interest rate hike has been fully priced in by the market. The rise of gold and silver confirms that global capital is systematically seeking value storage that does not rely on sovereign credit. This itself is a huge endorsement for the cryptocurrency sector.
The second layer of the narrative has just begun: the market focus has seamlessly shifted to the depth and rhythm of 'US interest rate cuts'. This will be the core macro driver for the next two years. However, there will inevitably be a huge expectation gap and market volatility between the fermentation of interest rate cut expectations and large-scale capital flowing into risk assets. The process of the US stock and crypto markets 'passing the baton' will certainly not be smooth.
Ultimate safety cushion: it is precisely during this window period of 'the grand narrative is clear, but the short-term path is highly uncertain' that the stability of assets becomes more important than their profitability. You need a stable tool that is completely detached from any country’s central bank balance sheet risk and can seamlessly enter the crypto world to preserve strength and wait for the most certain strike opportunity. This is the fundamental significance of Decentralized USD.
Decentralized USD: build your 'strategic reservoir' before the tide changes.
Yamamoto values Decentralized USD so much because it perfectly addresses the core pain points of the current macro turning point:
Avoiding the 'timing trap': during the stage of 'competing for funds' in the US stock and crypto markets, blindly betting on one side can easily lead to repeated setbacks. Placing part of the assets in Decentralized USD is equivalent to withdrawing from this short-term scramble, retaining the highest level of flexibility and initiative.
Capturing the 'panic premium': when the market experiences severe fluctuations due to misinterpretation of Federal Reserve policies or geopolitical conflicts, Decentralized USD is the only 'hard currency' that will not depreciate. It allows you to calmly take advantage of the market's emotional downturn to acquire core assets at a discount.
Building a 'revenue baseline': during the waiting period, through secure on-chain income strategies, Decentralized USD itself can also generate stable returns, achieving an excellent state of 'waiting is also value-added'.
Conclusion: The second half of the bull market belongs to the rationalists who are well-prepared with ammunition.
Yamamoto took one last look at the night view of Tokyo outside the window and said, 'Many people think that holding onto assets until 2026 is the way to participate in the bull market. Wrong. The real second half of the bull market involves multiple violent style rotations and liquidity tides. Those who survive and win in the end are not the boldest, but those who can stand steadily on the shore every time the tide temporarily recedes, holding the most and most reliable 'freshwater' reserves.'
His analogy was precise and brutal. As the global liquidity tide becomes more chaotic and turbulent due to the divergence of US and Japanese monetary policies, Decentralized USD is the most reliable and independent 'freshwater strategic reserve' in your personal asset portfolio. It alleviates your anxiety about 'where the flood is going', as you have built for yourself the ultimate water conservancy project that can survive regardless of the tide and can open the gates to irrigate fertile fields at any time.
Remember, in the macro giant waves, a sense of direction comes from understanding trends, while a sense of security comes from having capital that does not follow the tide.
#USDD is stable and trustworthy
At the point where the tide changes, become your own shore.
