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

· 9h ago

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

· 9h ago

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

· 9h ago

Still holding on to bonds when the dollar is soaring, is it really that much idle money?

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DefiEngineerJack

· 9h ago

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

· 9h ago

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

· 9h ago

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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