Dollar Crisis Warning Intensifies: Gold and Silver Expected to Surge in 2026, Bitcoin Deemed Significantly Undervalued

According to Forbes, as Bitcoin falls from its October all-time high, concerns about the US dollar system are escalating. Analysts warn of structural downside risks for the dollar, while gold and silver's sustained rise until 2026 could pave the way for a new upward trend in Bitcoin prices.

Data shows Bitcoin currently hovering around $90,000, significantly down from its previous peak of around $126,000; meanwhile, gold has risen by about 20% and silver by a whopping 64% this year. Ramnivas Mundada, Director of Economic Research at GlobalData, stated that the rise in precious metals in 2025 signals a shift in the international monetary system from a dollar-centric to a multipolar structure. It is expected that by 2026, gold still has 8%-15% room for growth, while silver could rise by another 20%-35%.

Analysts believe this trend is not just about hedging, but institutional investors strategically positioning themselves amidst geopolitical tensions, a slowing US economy, trade frictions, and accelerated de-dollarization. The market is also betting on further Fed rate cuts in 2026, which would weaken the dollar's appeal.

US President Trump recently expressed his desire for the new Fed chair to cut rates aggressively when the market performs well, fueling expectations of loose monetary policy. Meanwhile, long-time dollar bear Peter Schiff bluntly stated that dollar hegemony is coming to an end, and gold will once again become a core reserve asset for central banks.

It is worth noting that while gold and silver surge, Bitcoin has lagged behind recently. Bitbank analyst Takahashi Takuya pointed out that with signs of overheating in US stocks and commodities, Bitcoin's current valuation appears undervalued and may attract valuation-based capital inflows in the future.

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