#2026年比特币行情展望 De-dollarization is no longer just talk on paper; it is becoming a real asset allocation choice.

Jefferies economist Mohit Kumar recently issued a strong statement: under the current more interventionist political environment, the competitiveness of the US dollar as the global reserve currency is being gradually eroded. In other words, this is not alarmist talk, but a trend that is actually happening.

The logic behind this is clear — the appeal of traditional reserve currencies is declining, while crypto assets like $BTC, $ETH, and $SOL are becoming increasingly popular hedging options for institutions and individuals. The boundaries of dollar dominance are being redefined, and this process will continue for a long time.

What does this mean for investors? The allocation weight of decentralized assets may need to be reconsidered.