Analysts Say Bitcoin’s New All-Time Highs Could Reflect Generational Macroeconomic Shift as Safe-Haven Assets Rally

Bitcoin price and gold price are surging together with stocks as the US dollar weakens, reflecting a generational macroeconomic shift driven by easing Fed policy, rising inflation expectations and weaker labor data that favor stores of value and risk assets simultaneously. Safe-haven and risk assets rising together Correlation between gold and equities hit a record, signaling a new monetary ￰0￱ > $125,000 and gold ~ $3,880/oz as the US dollar posts one of its largest YTD ￰1￱ price surges with gold as the US dollar falls; read the latest market drivers and implications for ￰2￱ informed — analysis and takeaways. Safe-haven and bearer assets are surging alongside risk-on assets like stocks, an unusual combination that signals a macroeconomic ￰3￱ is driving the Bitcoin price and gold price rally?

Bitcoin price and gold price are rising in tandem with equities because markets are pricing in easier monetary policy, weaker labor markets and renewed inflation ￰4￱ forces have weakened the US dollar, boosting dollar-denominated stores of value and sparking a widespread rotation into both safe-haven and risk ￰5￱ at The Kobeissi Letter note that the USD is on track for its worst year since 1973, while the S&P 500 has climbed more than 40% over six months — a backdrop that supports assets like BTC and gold.