Investors Ditching U.S. Dollar For BTC, Gold: Citadel CEO
Following a striking shift in confidence in global financial markets, Ken Griffin has warned that investors are increasingly moving away from the U.S. dollar toward BTC, gold, and other assets as inflationary pressures and fiscal uncertainty erode faith in fiat currency.
Speaking at a recent , Griffin — one of Wall Street’s most influential voices — said the trend reflects a growing skepticism about the U.S. government’s fiscal discipline and its ability to manage ballooning debt. The billionaire hedge fund chief noted that both institutional and retail investors are diversifying into non-sovereign assets to hedge against potential dollar depreciation and geopolitical instability.
According to him, “People are recognizing that the dollar, while still dominant, no longer feels invincible. BTC, gold, and even silver are now viewed as stores of value in a world where monetary confidence is fading.”
The Dollar’s Grip fragileens Amid Fiscal Troubles
Griffin’s comments arrive as the U.S. faces record levels of public debt — now exceeding $35 trillion — and persistent inflation despite aggressive monetary tightening by the Federal Reserve. With interest rates expected to stay elevated into 2026, investors are increasingly questioning whether Washington can sustain its debt obligations without sparking further economic strain.
Analysts say these concerns have accelerated capital flows into alternative assets, particularly BTC, which has rebounded strongly in 2025. Recently, BTC reached a of over $125,000 — thanks to renewed institutional demand and regulatory clarity. Gold, too, has rallied to near record highs, benefiting from secure-haven demand as central banks continue diversifying reserves away from the U.S. dollar.
According to data from the , central bank gold purchases have risen sharply this year, led by Asian and Middle Eastern nations viewking to reduce reliance on the greenback. The move mirrors a broader de-dollarization trend that’s been gaining momentum since 2022, as global trade increasingly shifts toward multi-currency settlements and digital asset integration.
BTC’s Role as “Digital Gold” Expands to the Dollar
BTC’s rise as a viable alternative to fiat-backed assets has been one of the defining narratives of 2025. The crypto asset’s market capitalization recently crossed $1.3 trillion, buoyed by institutional inflows, , and expanding adoption in emerging markets. Griffin, who was once a crypto skeptic, acknowledged that BTC’s resilience and decentralization have positioned it as a “digital hedge” against currency debasement. He noted that while crypto remains volatile, its underlying appeal lies in monetary independence and global accessibility.
This shift has also been fueled by growing corporate participation. Firms from Strategy to Tesla continue holding BTC on their balance sheets. The Citadel CEO’s remarks echo a broader narrative sweeping through global markets: that faith in traditional monetary systems is being tested like never before. Overall, Griffin’s warning serves as a reminder that monetary credibility is not easily restored once lost.
