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The dollar has tumbled nearly 9% year-to-date—marking its worst start to a year on record and casting a long shadow over America’s role as the world’s financial anchor. In stark contrast, gold has shattered records at $3,500, and Bitcoin has roared past $90,000, as investors increasingly abandon traditional safe havens in favor of hard assets and decentralized stores of value. Behind the move: deepening unease over ballooning deficits, stalled tariff negotiations, and a policy environment marred by dysfunction and uncertainty. Foreign holdings of U.S. assets are declining at a notable pace, with capital increasingly flowing out of dollar-denominated markets as investors question Washington’s ability to navigate rising geopolitical and fiscal pressures.

What’s unfolding is more than a market rotation—it’s a reordering of the global financial hierarchy in real time. Investors aren’t just hedging risk; they’re actively retreating from U.S. institutions they once trusted to provide stability. As confidence drains from the dollar, capital is flowing toward systems perceived as apolitical, finite, and structurally detached from Washington’s gridlock. Record-breaking rallies in gold and Bitcoin reflect not only a hunger for inflation-resistant assets, but a broader repudiation of the U.S. as the default store of global trust. The dollar’s supremacy is no longer being taken for granted, and a new class of assets is rising to challenge its place at the center of global finance.