Investor Trust in Dollar Fades as Crypto Becomes New Safe Haven

Bitcoin is currently trading near the $115,000 level despite a recent decline in overall crypto inflows, which have dropped by $9 billion. This resilience may be attributed to strong ETF inflows and the upward momentum of alternative cryptocurrencies (altcoins), which appear to be providing support to the broader market.

According to Coinbase, the traditionally observed "September correction" in the crypto market does not hold true this year. The firm predicts that the fourth quarter of 2025 will see a strengthening in the crypto market due to robust liquidity, favorable macroeconomic conditions, and evolving regulatory developments. Specifically, Coinbase has highlighted that Bitcoin is positioned to outperform as these conditions continue to develop.

Grayscale has also identified macroeconomic factors that favor the growth of the cryptocurrency market. The firm notes that rising public debt, increasing bond yields, and uncontrolled fiscal spending have undermined the credibility of the U.S. government's commitment to maintaining low inflation. If investors lose trust in the stability of dollar-denominated assets, they may begin to seek alternative stores of value, such as cryptocurrencies.

In the altcoin space, Bitwise is optimistic about Solana, suggesting that all the necessary conditions for a breakout are in place by year-end. The firm has emphasized Solana’s growing adoption, infrastructure improvements, and expanding ecosystem as key drivers of its potential performance.

Further reinforcing the crypto market’s appeal, there is a growing consensus among Wall Street participants that cryptocurrencies offer a compelling investment opportunity. This sentiment is reflected in strategic moves by firms like Eightco, which recently announced that Dan Ives of Wedbush would take on a leadership role. The company plans to raise $270 million through private placements to fund the purchase of Worldcoin, signaling a strategic pivot toward the crypto asset class.

Meanwhile, the broader macroeconomic landscape remains a focal point for investors. The U.S. is grappling with high debt levels, trade tensions, and a shifting monetary policy environment, all of which are influencing inflation expectations. These factors, combined with the ongoing evolution of the regulatory framework around crypto, will likely continue to shape market dynamics in the coming months.

Coinbase: “九月下跌”效应不保真 Q4初加密市场将走强

Grayscale: 利好加密的宏观原因

Bitwise: Solana将迎来爆发式行情

Eightco Announces Strategic Shift to Crypto

Bitcoin News: 美国经济正面临高债务水平、贸易紧张和货币政策转变的挑战