2026-01-08 13:20:47

Recently, a question has been quite popular in the community—how to make money in 2026?

Breaking it down, the core factors that determine your returns are actually two dimensions:

**Exchange rates are crucial.** How the US dollar moves, whether other countries' fiat currencies depreciate, and whether gold follows suit—these three factors' interplay can determine the actual returns of many assets. Many people only look at the coin price, but they overlook the changes in the unit of valuation itself. This trap has caught quite a few people.

**Then, look at the stock market and commodities.** This is the most interesting part of 2025—when valuing in a strong US dollar, US stocks don't seem as impressive. Conversely, non-US stock markets and gold perform remarkably well, especially gold, which was basically the "star of the year." What does this indicate? It shows that a significant part of the US stock gains is contributed by the dollar's appreciation, so the real returns aren't as exaggerated.

For traders, this logic is quite important—don't just focus on a single market. You need to consider the broader macroeconomic context, especially monetary policy, to better understand the true changes in value.

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ContractHunter

· 01-11 13:02

Damn, finally someone has explained this clearly. The dollar appreciation is indeed a blind spot for most people. Gold is truly amazing. It looks like it's not rising that crazily, but in fact, the dollar is lifting it. Ignoring the exchange rate and only focusing on the coin price is pure self-deception. Those who got caught last year understand this well. Non-US assets are the real winners. The returns from US stocks are really inflated. This logic becomes even more cautionary by 2026. The Fed's next move will directly determine the market size. The arbitrage opportunities across markets are right here, but you need to truly understand monetary policy to grasp them.

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BugBountyHunter

· 01-11 04:16

Wow, I never really understood the part about the US dollar appreciating before. No wonder my account has been losing... Looks like I need to reevaluate my portfolio structure.

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0xSunnyDay

· 01-10 11:15

Oh wow, the appreciation of the US dollar has indeed been overlooked by many, everyone is focused on the rise and fall of coin prices, and they've forgotten about the exchange rate work. Gold is truly outstanding this year, looking like "the coolest kid," much better than the virtual fatness of the US stock market. I agree with this logic; it needs to be reversed from a macro monetary perspective, otherwise it's easy to be fooled by the fake rise of a single asset. In the era of a strong US dollar, the opportunity in non-US assets is the real king, right? The game of exchange rates is not as simple as it sounds; most retail investors simply can't figure out the real returns. Gold's performance throughout the year has crushed US stocks, I noticed this long ago, but I still don't understand why so many people are all-in on US stocks. Basically, it's about seeing through the game of the pricing unit; otherwise, the money earned is eaten up by the exchange rate.

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NervousFingers

· 01-08 13:36

Damn, just looking at the coin price really makes me blind; the ups and downs of the dollar are indeed a hidden threshold. Well said, gold this year is truly outstanding; the non-US stock market's gains are the real deal. I need to ponder this logic; I feel like my previous trading was just guessing blindly. Focusing only on US stocks is a suicidal move; you have to look at the overall environment, my friend. Exchange rates are so critical; if you're not careful, you'll get caught in a trap. Under the strength of the dollar, how can the US stock market's gains be so inflated? Time to reflect on my own strategy.

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WhaleInTraining

· 01-08 13:34

Damn, finally someone explained it thoroughly. I've been stuck in this trap all along. Focusing only on the coin price makes it easy to get fooled; the rise and fall of the US dollar is too critical. Gold is truly amazing; just waiting for a weak dollar to take off. The gains in US stocks are indeed inflated; the exchange rate effect has eaten up more than half. You need to switch perspectives; you can't just focus on one market and stubbornly stick to it. That's why non-US assets could explode last year—now I understand. There are too many pitfalls; choosing the wrong denomination for valuation is like choosing the wrong direction. How 2026 will unfold still depends on the Fed's stance.

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LadderToolGuy

· 01-08 13:33

Damn, the appreciation of the US dollar has really been overlooked by many. Just looking at the price fluctuations of cryptocurrencies, people think they've made a profit... --- Gold has indeed been outstanding this round, much more reliable than the虚涨 (artificial rise) of US stocks. --- That's right, but it's easy to fall into traps. Many people haven't even considered exchange rates. --- So essentially, we still need to keep an eye on the actions of the Federal Reserve? Feels more complicated than watching candlestick charts... --- Non-US stocks + gold, this combination really shined last year. Can we still jump on the bandwagon now? --- The logic is clear, but in practice, it's still easy to get cut off... --- The key is that most people simply can't see through the logic behind the US dollar, only focusing on the rise and fall numbers. --- How much of the cryptocurrency price increase is actual profit and how much is a currency exchange game? Only by reversing the calculation do you realize you're earning nothing but emptiness... --- The problem is, who can be certain about the US dollar's trajectory in 2026? Instead of trying to predict, it's better to hedge.

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DecentralizedElder

· 01-08 13:33

Wow, this is truly enlightening. I had only been looking at the coin prices before and really got taken for a ride... The part about the US dollar appreciating is really easy to overlook.

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HashBrownies

· 01-08 13:31

Damn, this is the key point. How many people are watching the market every day but haven't figured out what the dollar is up to? Well said, gold has really been on fire this year. Looks like I need to adjust my approach. The exchange rate is too easy to overlook. No wonder so many people are losing money, all they care about is the coin price. Non-US stocks combined with gold—feels like I should seriously study this strategy. The biggest contributor to the rise in US stocks is actually the appreciation of the dollar, which has left me a bit confused. Monetary policy is the real boss. I never thought about it that way before. Once I got this logic, it feels like I need to completely overhaul my previous trading plans. Wait, what about 2026? How should I operate to be more secure? It feels like there are even more pitfalls.

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ShibaOnTheRun

· 01-08 13:22

This is the real deal. Most people are still happily watching the coin prices, never considering that the US dollar itself is playing chess. This round of gold has been truly impressive. Some friends buying US stocks are actually earning from exchange rate differences without even realizing it. If I hadn't read this article, I wouldn't have realized that the actual returns are not as high as I thought... I need to review my holdings. How many people have fallen into this trap? Only looking at the gains of a single asset often results in average overall returns. The appreciation of the US dollar is an easily overlooked variable. This is the true core factor that determines the final account balance.

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