Crypto vs. metals: The AI-fueled divergence investors can’t ignore
The U.S. dollar is sliding, and it looks like it’s by design. The Federal Reserve has been pumping liquidity into the system, cutting rates three times in 2025, and selling Treasuries, which is weighing on the dollar.
Investors are clearly noticing. Bond markets are losing their appeal as the DXY drifts to multi-month lows, reflecting signs of a weaker U.S. economy. Combined, these factors are pushing capital out of the haven.
History shows this kind of setup often triggers strong rallies in risk assets. Back in March–September 2025, for instance, the DXY fell nearly 10%, and Bitcoin [BTC] rode that wave up roughly 33% to a $126k peak.
Source: TradingView (BTC/USDT)
But in this cycle, a clear divergence is emerging.
As…
