2026-01-22 11:15:56

Bridgewater Associates founder Ray Dalio highlights a significant trend reshaping global finance: central banks and institutional investors are actively diversifying their portfolios away from concentrated US asset exposure. This ongoing rebalancing reflects shifting dynamics in international monetary policy and reserve currency strategies. The pattern matters because it signals how major players are reconsidering traditional asset allocation frameworks. When central banks adjust their reserve compositions, it creates ripple effects across currency markets, commodity pricing, and emerging asset classes. Dalio's observation aligns with broader discussions about de-dollarization and the search for alternative value stores in an environment of monetary policy divergence across major economies.

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SocialFiQueen

· 2h ago

Is the US dollar about to cool off? The central banks' move this time is indeed quite aggressive.

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GlueGuy

· 2h ago

The days of the US dollar are indeed not as easy anymore --- How far is it from dollar hegemony? Dalio spoke quite frankly this time --- Central banks' recent actions are really betting on the post-dollar era --- NGL, de-dollarization should have started a long time ago --- It sounds like they are about to bet on a new reserve currency, which is a bit exciting --- The key question is who can take over the position of the dollar? That’s the real issue --- Central banks are starting to run away, how much longer can the dollar hold up? --- Dalio’s vision is still sharp. This trend really changes the big pattern

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BTCWaveRider

· 3h ago

Dollar dominance is indeed gradually loosening, and central banks around the world have been quietly reducing their holdings.

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TokenUnlocker

· 3h ago

The dominance of the US dollar is really loosening, interesting.

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ZenZKPlayer

· 3h ago

The dominance of the US dollar is beginning to loosen, this is the trend. --- de-dollarization, this wave has really arrived, it feels like everyone is quietly changing their chips. --- Dalio is right, central banks are all secretly running away. --- The reserve currency status is wavering... The US can't sit still, haha. --- The key is the ripple effect; the entire financial ecosystem is about to be reshuffled. --- Capital is all smart; who still stubbornly holds US Treasuries? --- This is getting interesting. Will emerging asset classes take off?

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AirdropFatigue

· 3h ago

The dominance of the US dollar is really coming to an end, as central banks around the world are quietly reducing their holdings of US Treasuries... --- Dalio finally told some truth this time, but we've seen it coming for a long time. --- De-dollarization is more of an inevitable trend than just a trend. --- Interestingly, institutions are very low-key when doing this, for fear of triggering panic. --- By the way, after this round of operations, will emerging market assets usher in a spring?

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TeaTimeTrader