The Bitfinex analysts added:
Gold and Silver Attract Defensive Flows as Dalio Flags Cracks in the Global Monetary OrderDalio describes this current market action as part of a broader breakdown in the existing fiat monetary system, domestic political orders, and international geopolitics, driven by cycles of debt, inequality, and power shifts. The Bridgewater Associates founder has been beating this drum for some time and now insists his long-held theory is starting to play out in real time.
On Monday, Dalio wrote:
“It’s now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces I’ve described repeatedly and laid out in detail in my book titled Principles for Dealing with The Changing World Order.”
FAQ Why are U.S. markets falling today? U.S. stocks, bonds, and the dollar are under pressure as trade tensions, tariff threats, and policy uncertainty fuel the “Sell America” trade. Why is gold rising while crypto is down? Investors are rotating into gold and silver as defensive assets while crypto reacts to tighter liquidity and softer short-term momentum. What is Ray Dalio warning about? Dalio says the global fiat monetary system is breaking down, driven by debt cycles, political strain, and shifting geopolitical power. How could trade tensions affect bitcoin long term? Analysts say prolonged trade friction could ultimately support bitcoin if it leads to slower growth, higher uncertainty, and easier monetary policy.
