According to @simplykashif, China is accumulating physical commodities while the U.S. is reasserting dollar dominance, framing the current macro backdrop as USD versus commodities with Bitcoin positioned as a neutral asset for portfolio construction, source: @simplykashif on X, Jan 13, 2026, https://x.com/simplykashif/status/2010986803785084977. According to @simplykashif, the trading implication of this thesis is to prioritize the USD-commodities dynamic when managing risk and consider BTC as a neutrality hedge during shifts between dollar strength and commodity cycles, source: @simplykashif on X, Jan 13, 2026, https://x.com/simplykashif/status/2010986803785084977. According to @simplykashif, he shared a video expanding on this view for traders assessing macro flows between fiat, hard assets, and Bitcoin, source: @simplykashif on X, Jan 13, 2026, https://x.com/simplykashif/status/2010986803785084977.

According to @EleanorTerrett, Bessent reports that the latest regulatory update outlines more than 100 actions targeting key issues such as combating illicit finance in crypto markets, establishing fair and predictable crypto tax policies, reinforcing US dollar dominance through stablecoins, and modernizing banking regulations. These developments are expected to directly influence crypto trading volumes, investor sentiment, and the adoption of stablecoin assets, while also providing greater clarity for market participants operating in the United States (source: @EleanorTerrett).

According to Mihir (@RhythmicAnalyst), recent US deals with Saudi Arabia and the UAE are trending on social media but lack complete economic context. Mihir highlights that in 2024, the UAE's GDP is estimated at $580 billion while Saudi Arabia's is $1.2 trillion, raising questions about the scale and feasibility of these deals (source: Twitter). For crypto traders, these macroeconomic figures are critical, as large-scale US-Gulf partnerships can influence global liquidity flows, risk appetite, and dollar dominance, potentially driving volatility in major cryptocurrencies such as Bitcoin and Ethereum in response to shifts in energy markets and dollar reserves (source: Twitter).