#五月行情预测# Recently, the market trend has become increasingly strange. U.S. stocks have experienced a big pump, and it should follow that the dollar would strengthen as well, but it hasn't moved, and U.S. bonds continue to fall. This phenomenon of being "at odds" clearly indicates a logical dislocation behind it. Normally, when market confidence recovers, the dollar should strengthen, but now it is going in the opposite direction.

Asian currencies have collectively experienced a big pump in recent days. This is not a coincidence; it is capital accelerating its exit from the United States and shifting to other markets. It is not a wait-and-see approach, but a retreat.
The linkage between the US dollar, US stocks, and US bonds has completely broken down. The dollar no longer moves in sync with US stocks; instead, it is retail investors supporting the market while institutions are reducing their positions. Goldman Sachs's research report clearly indicates that this wave of rise in US stocks is driven by retail investors "buying more as prices rise," while institutions are gradually exiting. Many people say that funds are flowing into gold for safety, but gold is also showing clear signs of peaking, and the shorts have almost been cleared out. Traditional safe-haven assets like the yen and euro are also weak, and funds are starting to speculate on some non-mainstream currencies, such as the Hong Kong dollar and Thai baht, which is similar to the cryptocurrency market speculating on "altcoins"—indicating that mainstream assets are no longer safe.
What is the essence?
The market is looking for alternatives outside the US dollar system, even if it means taking on higher risks. Buffett's statement about not selling Japanese trading companies for the next 30 years is essentially a judgment on long-term hedging needs. What does this have to do with cryptocurrencies?
Once the credit of the US dollar continues to collapse, the next wave of capital looking for an exit direction is likely to be crypto assets. Currently, altcoins and commodities that are still at low levels are potential points of explosion.
We are very likely standing at a critical stage of the last wave of shifting gears. If you seize this opportunity, the future profit potential is very large; if you miss it, you will only be the one taking over when the bull market arrives.