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July 07, 2025

A Mature Digital Asset Market in Focus: Riding the Wave of a Weaker Dollar

Ellipse 73
Jannick Bröring, Chief Asset Management Officer

Spotlight

This past week, the digital asset market demonstrated remarkable strength, detaching from wider geopolitical anxieties to rally on favorable macroeconomic currents. Driven by a significantly weak U.S. dollar and sustained optimism in tech stocks, mainly Bitcoin pushed close to its all time highs. This performance underscores a growing market maturity, capable of focusing on key price drivers even as institutions like the ECB and NATO highlight ongoing global fragmentation. The dominant narrative has shifted from absorbing past shocks to capitalizing on a clear tailwind from a declining dollar, propelling the market into a phase of cautious optimism.

A relevant outlook was nuanced by the latest U.S. labor data. While June saw more jobs added than expected, underlying details revealed a slowdown in private hiring and a decline in the average work week. This mixed report, showing broad resilience, may persuade the Federal Reserve to hold off on cutting interest rates at its late July meeting. The market's ability to rally despite this potential for a more cautious Fed highlights its current strength, though the central bank's upcoming decision remains a key factor to watch.

 

Bitcoin

Highlighting its remarkable resilience, Bitcoin rallied strongly this past week, moving decisively beyond the volatility caused by the previous week's US-Iran geopolitical flare-up. After a brief period of consolidation around the $108,000-$109,000 range, the asset broke through key resistance to challenge the $110,000 mark.

This powerful move was fueled by a confluence of favorable factors. Highly supportive global liquidity conditions, combined with a significantly weak U.S. dollar that saw the DXY fall to multi-year lows, created a clear "risk-on" sentiment. This dynamic boosted the appeal of alternative store-of-value assets and demonstrated Bitcoin's ability to capitalize on positive macroeconomic currents.

 

 

Looking ahead

Looking ahead, the market's recent rally faces a complex slate of regulatory and macroeconomic tests that will determine if the current momentum can be sustained. A key event will be the U.S. Senate Banking Committee hearing scheduled to discuss a federal framework for stablecoin regulation; market participants will be keenly watching for any indication of the future legislative path for this critical sector. However, the week's most significant catalyst will undoubtedly be the U.S. CPI inflation report, with the market consensus forecasting a headline year-over-year figure of 2.8%. This single data point holds the power to shift expectations for the Federal Reserve's upcoming policy decision, and will be the ultimate test of whether the tailwind from a weak dollar is strong enough for Bitcoin to consolidate its position above the crucial $110,000 level.

Teroxx Decoded

 

Over the last few years, Bitcoin and gold have shown a growing tendency to move in tandem, especially in response to major macroeconomic shifts like rising inflation and expansionary monetary policies. This shared performance is rooted in Bitcoin's growing narrative as "Digital Gold," where its mathematically enforced scarcity and independence from government control make it a modern hedge against currency debasement, much like gold has been historically.
Bitcoin is seen as the "gold of the future" because it enhances these store-of-value principles for a digital age. Unlike physical gold, it is highly portable, easily divisible, and can be transferred globally almost instantly without intermediaries. Because of these unique digital attributes, many investors view it not just as an alternative to gold, but as its natural evolution as a safe-haven asset for the 21st century.

TABLE OF CONTENTS

How we got here

Jan 2025

Aktien-Check
20.01.2025
Bitcoin price hits new record high - How sustainable is the momentum?

Jan 2025

Aktien-Check
15.01.2025
Crypto markets in uncertainty - What does Trump's inauguration mean?

Dec 2024

Aktien-Check
16.12.2024
BTC's new all-time high of USD 106,000 - strong week ahead

Dec 2024

Institutional Money
02.12.2024
After the Bitcoin rally – is capital now turning to altcoins?

Nov 2024

Stock-World
18.11.2024
Bitcoin on its way to $100,000 – When will altcoin season arrive?

Nov 2024

Stock-World
11.11.2024
Next stop: $90,000? Trump victory gives Bitcoin new all-time high

Nov 2024

Institutional Money
04.11.2024
How the US election could affect Bitcoin & Co

Oct 2024

FinzanzNews-123
24.10.2024
Correlation or diversification: Will digital assets ever decouple from traditional markets?

Sep 2024

Global Brands Magazine
26.09.2024
Why to Use a Private Banking Service

Sep 2024

Yahoo! Finance
13.09.2024
Teroxx Secures Top Spot at Global Brand Awards 2024

Sep 2024

Finanz Aktuell
11.09.2024
Can Bitcoin still crack 100K in 2024 - A guest article by Jannick Broering

Sep 2024

Stock World
02.09.2024
Bitcoin - Will the summer slump lead to further price declines?

Aug 2024

Cash Online
23.08.2024
Krypto-Regulierung: "Fair competition is made possible in the first place"

Aug 2024

Finanzen.ch
22.08.2024
Expert - US consumers are turning away from risk assets such as Bitcoin

Aug 2024

Finanzen.net
21.08.2024
Expert sees obstacles to investing in risk assets such as Bitcoin

Aug 2024

Wallstreet Online
19.08.2024
Bitcoin under pressure - 'summer slump' and possible sales by the US government

How we got here

Maked Update
26.08.2024
Teroxx G Top Spot at Global Brand Awards 2024
Maked Update
26.08.2024
Can Bitcoin still crack 100K in 2024 - A guest article by Jannick Broering
Maked Update
26.08.2024
Will the summer slump lead to further price declines?
Maked Update
26.08.2024
Teroxx G Top Spot at Global Brand Awards 2024