2026-01-07 10:25:50

Can US assets still be pursued?

Some believe that instead of blindly following US stock market hotspots like AI stocks, it’s better to focus on the bigger picture: dollar depreciation and the reshuffling of global assets. Currently, US asset valuations are no longer cheap, and if all funds are still invested here, the risk is indeed significant.

The real opportunity in 2025 may not be on Wall Street, but in the global asset rotation driven by a weakening dollar. In this context, assets that can hedge against currency depreciation become especially important—such as traditional safe-haven assets like gold, and other global assets that can cross regions and currencies. Simply put, don’t put all your eggs in one basket with the US. This approach is gradually becoming a consensus among many investors.

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SandwichTrader

· 21h ago

The valuation of US stocks this time is indeed a bit outrageous. I think it's time to buy the dip in other assets; gold is still attractive.

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DAOTruant

· 01-08 06:26

U.S. stocks are really a bit expensive now, and just chasing AI stocks feels a bit like gambling... The logic behind this wave of dollar depreciation still needs to be paid attention to.

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TestnetScholar

· 01-07 10:55

U.S. asset valuations have been inflated for a long time. Going all-in on U.S. stocks now is just a gamble on luck... Gold and global asset rotation are the correct answers for 2025.

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FOMOmonster

· 01-07 10:53

What are you all chasing? US stock valuations are already sky-high, and you still want to go all in? I'm currently holding gold + multi-chain assets, waiting for the dollar to weaken. Global rotation is the real play. The US basket is too full; it needs to be spread out.

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LayerZeroJunkie

· 01-07 10:53

The US stocks are rising really fast this round, but the valuations are indeed a bit scary... Gold and international asset allocation are definitely worth serious consideration.

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tx_or_didn't_happen

· 01-07 10:52

This wave in the US stock market is indeed a bit shaky. Those who have fully invested in American assets should be alert.

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RealYieldWizard

· 01-07 10:52

Chasing US stocks? You need to change your mindset about buying in now. The depreciation of the US dollar is something that really needs to be taken seriously.

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ContractBugHunter

· 01-07 10:52

Dollar depreciation? I believe this wave, but giving up on all US stocks is too absolute... It still depends on portfolio allocation; gold + BTC double insurance is the safest.

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