I recently came across an interesting market signal. On December 26th, an institution issued a warning about a potential dollar crisis, predicting that gold and silver might experience a rally by 2026, while Bitcoin is actually considered severely undervalued. This viewpoint is worth a deeper look.

First, let's look at the big picture. Currently, Bitcoin is trading around $90,000, which is a significant decline from its all-time high. If the dollar system truly faces pressure and the Federal Reserve continues to cut interest rates, there will be a large amount of idle capital in the market seeking an outlet. In this environment, decentralized digital assets become very attractive — they do not rely on any single currency system, something traditional financial assets cannot offer.

Interestingly, gold, silver, and Bitcoin are somewhat in competition. They all serve as hedges against inflation and currency devaluation. But as an asset in the digital age, Bitcoin has higher liquidity, lower trading barriers, and more room for institutional deployment. From this perspective, some argue that Bitcoin's current price still has room to rise.

However, opportunities are one thing, and operation requires rationality. My advice is: pay attention to Bitcoin's performance under the current macro environment, but avoid chasing highs. A more suitable strategy is to buy in batches on dips rather than going all-in at once. After all, markets are unpredictable, and no one can accurately predict every turning point.

For long-term holders, if you genuinely believe in the dollar devaluation outlook, increasing Bitcoin holdings moderately also makes sense. But the prerequisite is that you must be able to withstand short-term volatility risks. Diversified allocation and rational planning are the correct approaches to navigate cycles.