Macro· ★★· bullish·

Build Asset Management CIO: A strong dollar doesn't preclude bitcoin gains

  • —Dines attributes dollar strength to capital shifting from Europe to the US
  • —US Treasury raised its buyback size from $4 billion to $6 billion
  • —Rising sovereign debt will accelerate tokenized bonds and stablecoins
  • —ECB is building tokenized bond and CBDC infrastructure
Why it matters: It challenges the view that a stronger dollar must weigh on bitcoin, arguing both can rise together as capital rotates.
Source: Blockmedia