Every Zipp story tagged #DXY, newest first.
The 26% monthly surge is headline noise; the +0.81 correlation with gold and -0.86 against the DXY is the real story: a market pricing in fiscal stress and looking past risk assets.
Cowen's contrarian thesis hinges on the Fed being forced back to hiking as energy prices re-accelerate, flipping the dollar into a structural headwind for Bitcoin just as consensus expects relief.
Across every dollar rally since 2015, BTC showed significantly more relative strength, so a flip of that pattern would be a positive signal for the complex.
The Pentagon bill for the Iran conflict is already past $37B, and Congress has not authorized a single dollar of it, a tab every deficit hawk on Capitol Hill will be watching.
Day 1,333 from the cycle low and day 283 post-peak land within roughly 100 days of prior cycle bottoms, while a flat DXY echoes Trump's first term and limits near-term relief.
After 524 days, BTC is down 41.1% under Trump versus 43.8% under Biden at the same point, and the dollar index is mirroring its 2017-2018 arc too.
The macro stack lined up against risk assets: persistent spot BTC ETF outflows, a Fed holding its hawkish line, and a stronger dollar pushed Bitcoin briefly under $60K and the Fear & Greed Index to…
DXY's push through 100.60 would mark a structural shift in the dollar regime — and the 0.82 inverse correlation with BTC is the mechanism that turns a macro breakout into a crypto selloff.
Bitcoin's $60,000 support level remains intact but conditional, according to Glassnode, which argues the zone only…
The bitcoin-to-gold ratio just jumped 3% in a day while gold fell 20% from its January peak — a cross-asset rotation that historically marks the first breath of a crypto rebound, not the last.
CoinDesk
Benjamin Cowen
Glassnode
WatcherGuru
Crypto Rank News
CryptoSlate