2026-01-02 23:37:39

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.

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