Since 2022, intensifying global supply chain disruptions have weakened economic resilience and policy autonomy in Japan, South Korea, Europe, and elsewhere. Liquidity is drying up, a stronger USD and widening Treasury yield spreads signal systemic risk accumulation. Precious and base metals face short-term headwinds but offer medium-to-long-term opportunities. Bitcoin, pressured by MSTR divestment risks and macroeconomic turmoil, requires a reassessment of its market positioning.
Metrics Ventures' latest market observation highlights that since 2022, persistent global supply chain disruptions have significantly eroded economic resilience and policy autonomy in major economies including Japan, South Korea, and Europe. Global liquidity is visibly drying up, while a strengthening US dollar combined with changes in Treasury yield spreads points to mounting systemic risk.
Commodities and Digital Assets Outlook
In the non-ferrous sector (gold, silver, copper, etc.), short-term headwinds from macro tightening are evident, yet structural supply constraints and long-term demand support medium-to-long-term opportunities. For Bitcoin, the risk of MicroStrategy (MSTR) reducing its holdings adds another layer of uncertainty on top of macroeconomic turbulence, prompting a necessary re-evaluation of Bitcoin's asset positioning.
This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan. Disclaimer:
The market information, project data, and third-party content displayed on this platform are for industry information sharing only and do not constitute any form of investment advice or return commitment.
Cryptocurrency trading carries high risks. Users should fully assess their risk tolerance and make independent decisions. All profits, losses, and legal responsibilities are borne by the users themselves.
