"USD Crisis" Warning Intensifies: Gold and Silver Could Soar in 2026, Bitcoin Deemed Significantly Undervalued

BlockBeats News, December 26th, according to Forbes, as Bitcoin fell from its October all-time high, market concerns about the US dollar system are escalating. Analysts warn that the dollar may face structural downside risks, and the continuous rise of gold and silver until 2026 may open up a new round of upward space for the Bitcoin price.

Data shows that Bitcoin is currently hovering around $90,000, a significant retreat from its previous high of about $126,000; meanwhile, gold has risen by about 20% year-to-date, and silver has surged by 64%. Ramnivas Mundada, Director of Economic Research at GlobalData, stated that the rise of precious metals in 2025 marks the international monetary system's transition from being "dollar-centric" to a multipolar structure. It is expected that by 2026, gold still has 8%-15% upside potential, and silver may rise another 20%-35%.

Analysts believe that this trend is not merely a hedge trade but a strategic allocation by institutional investors amid geopolitical tensions, a slowing US economy, trade frictions, and accelerating "de-dollarization." The market is also betting on further Fed rate cuts in 2026, which will weaken the attractiveness of the US dollar.

In a recent statement, US President Trump expressed his hope that the new Fed chairman would actively cut interest rates when the market is performing well, fueling expectations for loose monetary policy. Meanwhile, economist Peter Schiff, who has long been bearish on the US dollar, bluntly stated that the "dollar hegemony is coming to an end" and that gold will once again become a core reserve asset for central banks.

It is worth noting that while gold and silver have surged, Bitcoin has shown a relatively lagging performance recently. Bitbank analyst Takuya Hasegawa pointed out that against the backdrop of "overheating signs" in US stocks and commodities, Bitcoin's current valuation appears low and may attract valuation-based capital inflows in the future.