2026-01-07 10:24:16

Only a few months into 2025, and the US dollar has fallen this much—marking its worst performance in years with a drop of 10%. This is not just a numbers game.

What does a devalued dollar mean? When a country's currency becomes increasingly weak, the nation's wealth and purchasing power are sure to shrink. But conversely, the prices of assets denominated in dollars appear to rise. This is the dual effect of currency devaluation.

The real story is in what happens next. This year, there has been a major shift in capital flows—large amounts of capital are withdrawing from the US market. Interestingly, when considering exchange rate factors, the US stock market has clearly lagged behind globally.

Emerging markets' stock markets have taken the lead, with total returns reaching 33%, double that of the S&P 500. Overseas stock markets in Europe, China, the UK, Japan, and others have also outperformed US stocks across the board. This extraordinary market divergence is prompting global investors to reconsider their asset allocations—rebalancing and diversification have become essential options.

In other words, the game in 2025 has changed; the era of betting solely on US stocks is over.

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MEVSandwichVictim

· 01-10 10:11

Now the US dollar is really being pressed to the ground and rubbed. I've long been fed up with this routine. Wow, emerging markets are doubling, while we're still betting on US stocks... The US dollar depreciates, and US stocks are still lagging behind. This combo move is really impressive. Capital fleeing, just flee then. Anyway, we've long been diversified. Brothers who solely bet on US stocks, it's time to wake up now.

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BearMarketBard

· 01-09 00:53

The recent decline of the US dollar is really fierce. It feels like the days of US stocks dominating are truly coming to an end. Emerging markets have doubled in value, and it's time to reassess your portfolio allocation. I've long seen the signs; capital outflows are the general trend. Just going all-in on US stocks? Then get ready to be harvested. By 2025, you'll need to learn to diversify. The dollar's depreciation actually makes overseas assets more attractive, which is a bit ironic.

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WenMoon

· 01-07 10:54

I told you not to all in on US stocks, now you're feeling the pain Last year, you should have allocated more to emerging markets. Isn't a 33% return attractive? This wave of dollar depreciation has caused capital to flee. It's really time to rethink the allocation Relying solely on US stocks is indeed outdated; diversification is the way to go Wait, does this mean dollar assets will shrink in value? I need to do the math

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BlockchainBard

· 01-07 10:52

Damn, the 10% drop in the US dollar is no joke. My friends who previously went all-in on US stocks are now all green with envy. Finally seeing funds start to flee the US, emerging markets are exploding, this wave is really here. Single betting on US stocks is truly foolish; I need to diversify my positions properly this year. I've been saying for a long time to diversify your portfolio, and now it's finally happening. It's a bit late to wake up now. The dollar has depreciated so sharply that even the stablecoins in my hands are no longer stable, which is exciting. Capital is shifting to emerging markets with a 33% return; no matter how you play US stocks, you can't beat that. Really, those who still stubbornly bet solely on US stocks are going to suffer big losses.

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WalletDetective

· 01-07 10:49

Oh my, the US dollar really underperformed this time. I thought it was just a dream. Falling behind is inevitable; it was about time to diversify. Those who stubbornly stuck to US stocks should wake up. Isn't the double-digit returns from emerging markets attractive, everyone? The US dollar is depreciating so quickly, I really can't hold on much longer. Betting solely on US stocks like this, how brave do you have to be? The capital shift is quite obvious; this time is truly different. Ten percentage points—half of the investment circle has been awakened.

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ShibaMillionairen't

· 01-07 10:44

Damn, the move by the US dollar this time is really brilliant, a once-in-a-decade sight Now I understand, sticking stubbornly to US stocks is really just being stubborn Who can refuse the double returns from emerging markets Diversification is no longer an option, it's a mandatory course Global capital is shifting dramatically, the era of US stock dominance has truly ended The recent depreciation of the dollar has been the harshest for those holding cash No wonder the big players have been buying up emerging markets lately A 33% return rate, it's making me itch to jump in Even the big brother dollar has its day, huh Friends who are solely betting on US stocks should wake up now Just a few months into 2025 and it's already so intense, the second half will be even more outrageous The signal of capital leaving the US is just too obvious Falling behind isn't death, it's the rhythm of being beaten by emerging markets This is the real awakening moment for asset allocation

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fren.eth

· 01-07 10:31

It was about time. The days of the US stock market dominating should really come to an end. Emerging markets are taking off, I have to keep up with this wave. The dollar falling 10%? This is just the beginning, it feels like it will continue to depreciate. Finally, someone has spoken out. Those who are all in on US stocks should reflect. Diversified strategies are nothing new; the key is who reacts quickly. 33% versus 500%? That's a huge gap, no wonder capital has fled. The dollar's weakness is so obvious; it's time to change your approach.

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LonelyAnchorman

· 01-07 10:28

Wow, the dollar's worst performance in ten years. Finally, someone dares to tell the truth. Emerging markets doubled, I already withdrew long ago, but no one listened. This is the real black swan. The faith in the US stock market has shattered everywhere. Remember last year when some people were hyping the invincibility of the dollar? Laughable. Now what do they say? Rebalancing? It should have been done a long time ago. Betting solely on US stocks is just courting death.

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