Ray Dalio: The Collapse of the Global Monetary System Strengthens Bitcoin and Gold

Legendary investor Ray Dalio has released a new essay warning of a major shift in the global monetary and geopolitical order (11/04). Dalio states that his economic indicators show signs of damage to the traditional financial system triggered by high debt burdens and geopolitical tensions. According to him, fiat currency devaluation becomes a logical consequence when national debt loads grow too large, prompting investors to seek protection in alternative assets in the market.
In his analysis, Dalio highlights a significant decline in the value of the US dollar against hard assets. He notes that the dollar has fallen about 27% against gold and 45% against Bitcoin over the past year. While he still considers gold the safest asset, Dalio also includes Bitcoin in his portfolio as a non-sovereign asset offering scarcity outside the traditional banking system in the financial industry.
Dalio notes that in acute crisis situations, Bitcoin still tends to move in line with risky assets (tech stocks) compared to gold. Data shows that as geopolitical tensions rise, gold tends to strengthen while Bitcoin experiences volatility. However, Dalio believes that amid the ongoing dollar devaluation trend, assets free from credit risk will hold a more structurally strong position for investors in the market.
Based on market data as of April 13, 2026, Bitcoin (BTC) is priced at $70,915.81, while gold is traded at $4,700 per ounce.
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