When the dollar is on a bull run, holding bond positions might not be the best move. During USD strength cycles like we're seeing now, capital tends to flow toward hard currency assets rather than fixed-income instruments. The opportunity cost gets real—why sit on bonds when USD pairs are rallying? Worth reconsidering portfolio positioning when macro conditions shift this way.
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NotGonnaMakeIt
· 01-03 00:07
The dollar bull market is here. Are you still holding onto bonds? What's the real goal? The opportunity cost is right in front of you, bleeding.
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4am_degen
· 01-03 00:05
This wave of the US dollar's strength is truly incredible. Those still holding onto bonds need to wake up.
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ColdWalletAnxiety
· 01-03 00:05
Still holding on to bonds when the dollar is soaring, is it really that much idle money?
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DefiEngineerJack
· 01-02 23:54
tbh this is just trad finance cope dressed up as macro analysis. the real alpha play? stablecoin yield farming during usd strength—why settle for bond bagholding when you can get 8-12% on usdc across multiple protocols. the "opportunity cost" argument only works if you're still thinking in fiat rails, ser
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FarmToRiches
· 01-02 23:44
During the US dollar bull market, it's really time to reassess bond allocations, otherwise it's just a wasted opportunity cost. Hard assets are the way to go now; who still clings to bonds to live off the interest?
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PhantomMiner
· 01-02 23:41
The strong dollar cycle is really, bonds are just digging their own graves... I now seriously doubt whether people still clinging to bonds are out of their minds.
When the dollar is on a bull run, holding bond positions might not be the best move. During USD strength cycles like we're seeing now, capital tends to flow toward hard currency assets rather than fixed-income instruments. The opportunity cost gets real—why sit on bonds when USD pairs are rallying? Worth reconsidering portfolio positioning when macro conditions shift this way.