A 2024 pledge on bitcoin, a strong dollar, and what wealth management is asked to do

According to an article, the reasons bitcoin could settle as a national strategic asset have been growing clearer. Donald Trump, a former president of the United States, had in the past criticized bitcoin strongly, but recently his position completely reversed. Ahead of the 2024 election he put out a promise to stockpile bitcoin as a national strategic asset and to make the United States a bitcoin superpower, and actively showed a pro-bitcoin path. This change of position suggests that bitcoin had begun to be recognized not merely as a digital asset but as a tool that strengthens economic, technical, and international influence. Bitcoin is said to help in resolving the United States’ fiscal problems. The article mentions the possibility that demand for a stablecoin would increase as a result of bitcoin becoming more active, and explains that sales of U.S. Treasuries could increase and a fiscal deficit could be reduced. A stablecoin is a digital asset linked one-to-one with the U.S. dollar, and to issue it an issuer must hold U.S. Treasuries or dollars as collateral. As a result, growth in the stablecoin market that bitcoin sparks draws up demand for Treasuries and provides a foundation on which a government can raise funds stably. Bitcoin also shows a possibility of checking the power of a central bank through a decentralized financial system and of activating private finance. Trump strongly criticized a central-bank digital currency (CBDC) and, by supporting bitcoin, sent a message that he would promote financial innovation led by the private sector. It is evaluated positively in that it raises the transparency of a financial system and reduces the inefficiency of a traditional banking system. Further, bitcoin is a symbolic asset connected with technical innovation. Based on blockchain technology, it is leading innovation in several industries such as finance, data management, and security, and can strengthen an image of the United States going ahead in a global technical competition. For a younger generation and for technically oriented voters, bitcoin is settling not merely as a financial asset but as a symbol of a new era. Trump actively uses this point, and conveys a message that the United States is leading a global innovation economy through bitcoin. Bitcoin can strengthen the global dominance of the U.S. dollar. A stablecoin can be seen as a digital form of the U.S. dollar, and if the whole world comes to use it, the international influence of the dollar will be still further strengthened. This shows that Trump is looking at bitcoin not merely as an investment asset but as a center of national economy and diplomatic strategy. His pro-bitcoin position looks like a comprehensive judgment that considers economic, technical, and international interest, not a mere election strategy.

According to the Korea International Trade Association, a strong dollar is also forecast as likely to continue. A common view among experts is that a weak-dollar policy argued by Donald Trump and by Senator J.D. Vance, then his vice-presidential candidate, has a low chance of being realized. A rise in tariffs and a tax-cut policy would offset a weak-dollar effect, and the present economic structure works as a factor supporting a strong dollar. Trump had argued that a weaker dollar was needed to raise manufacturers’ competitiveness and reduce a trade deficit, but a policy of raising tariffs could in fact raise domestic prices and add pressure for a rise in interest rates, and could rather become a main factor that keeps the dollar strong. Senator Vance also mentioned a reduction of the dollar’s role as a key currency, but to carry out a reduction of the dollar, an international agreement and a structural change are needed. A strong dollar is keeping the United States’ standing as a key currency and the stability of the global financial system. After the Biden administration the dollar’s value had continued to rise against other major currencies, and shows that global demand for a stable currency is still high. By contrast, Trump’s weak-dollar policy has a high possibility of causing short-term economic turmoil and can have a negative effect on the global financial market. In this complicated economic environment, wealth management can keep financial stability and increase assets through an optimal allocation of assets and a management of risk. Its importance can be thought about from three sides. First, through a diversification of a portfolio one can prepare for the uncertainty of the global economy. Because of a strong dollar, dollar-based investment products in overseas markets are being evaluated as attractive, and a strategy that uses them appropriately is needed. Second, in order to respond to inflationary pressure and a change in interest rates from a strong dollar, one should choose an investment option that is stable and yet highly profitable. Asset classes such as gold, crude oil, and technology stocks can be considered strategically in the present market environment. Third, through a financial design that includes tax optimization and an inheritance plan, a long-term goal of asset management should be set. That 2024 pledge, and that view of a strong dollar, are left.

Bitcoin, gold, and oil as of mid-January 2025

A bitcoin chart is dated 17 January 2025. Bitcoin is not a mere digital asset but digital gold that at once symbolizes economic and technical innovation. According to an article, bitcoin is expected to work as a main growth driver in the 2025 cryptocurrency market. A decentralized-finance (DeFi) ecosystem based on bitcoin is expanding quickly, and a new way of investing such as a restaking platform is drawing attention. Restaking is a way in which an investor stakes bitcoin already staked once more and creates additional return, and it provides an effective model of return beyond simply holding an asset. Forbes Digital Assets forecast that “Bitcoin DeFi is likely to become a new economic central axis in the cryptocurrency market,” and paid attention to that potential. Use of bitcoin is also being recognized as a strategic asset at a national level, beyond mere ownership of a digital asset. If the issuance of a stablecoin increases through bitcoin becoming more active, U.S. Treasuries and dollars can be used still more as its collateral. That 17 January 2025 chart date, and that 2025 expectation, are left. or an invented price from the chart.

A gold chart is also dated 17 January 2025. Gold is not a mere safe asset, but a core tool that preserves the value of an asset amid economic uncertainty and inflationary pressure. According to an article, as the launch of a second Trump administration and a controversy over a high valuation of the U.S. stock market overlap, the gold price is continuing an upward trend. According to the Korea Exchange, the gold futures price had risen this month as high as 2,721 dollars an ounce and was drawing investors’ interest. A product such as an ACE Gold Futures Leverage ETF recorded a return of 6% or more this month alone, and other leverage products also showed a similar width of rise and were demonstrating the attraction of an investment in gold. The present global market is showing high volatility because of a protective-tariff policy of the Trump administration and a geopolitical conflict that arose from the Russia–Ukraine war. In this uncertainty, gold is drawing attention as a stable means of storing value, unrelated to a currency. Also, in a situation in which a strong-dollar stance continues, gold is evaluated as a still more positive asset. A strong dollar weakens export competitiveness and puts a burden on emerging economies, but gold is less affected by such a currency change and provides a stable return. At the same time, as a possibility of a rate cut by the Federal Reserve is raised, an inflow of funds into gold ETFs and ETNs is expected to become still more active. The writer’s own thought is that, considering the present geopolitical conflict and economic uncertainty, including gold in a portfolio is all the more a strategy. The Russia–Ukraine war is having a continuing effect on energy and raw-material markets and is making a recovery of the global economy slow. In this situation gold can be an effective hedge that eases an inflation risk arising from a sudden rise in energy prices or an instability of a global supply chain. Also, when other asset classes are under pressure because of a strong dollar, gold provides a less volatile, stable alternative. Gold ETFs and ETNs provide an efficient way of approaching the gold market even with a small investment, and a leverage product gives a chance to use a short-term rise in price and maximize a return.

An oil chart is dated 17 January 2025. Crude oil is an essential asset that reacts sensitively to the global economy and to geopolitical risk, and can play a good role in a portfolio. According to an article, because of U.S. sanctions on Russian oil and a rise in winter energy demand, international oil prices had recently recorded a high of the past four months. Brent futures had risen as high as 81.49 dollars a barrel, and West Texas Intermediate (WTI) had also gone past 77 dollars and was showing strength. In this situation a crude-oil futures ETF is also recording a high return. A KODEX WTI Crude Oil Futures ETF recorded a return of 11.68% over the recent month and was enjoying a direct benefit of the rise in the oil price — a case that shows how large an effect the global energy market receives according to a geopolitical conflict and a seasonal factor. The present oil-market situation mixes short-term and medium-to-long-term factors. Strong U.S. sanctions on Russia are causing a hitch in oil supply and leading a rise in price. By contrast, as winter energy demand surges from a climatic factor, it is supporting the oil price in the short term. Yet because of a rise in global oil inventories and a concern that demand is slowing, there is also a possibility that the oil price will stabilize in the long term. In that respect crude oil is evaluated as an asset that provides a short-term investment opportunity and yet needs a medium-to-long-term adjustment of strategy. The writer thinks that crude oil, though it shows large volatility from geopolitical uncertainty and a seasonal factor, is an investment asset with which, by including it in a portfolio, one can use an opportunity in the energy market. An international conflict such as the Russia–Ukraine war continues an instability of a supply chain and has a direct effect on the oil price. Also, a rise in winter heating demand is activating the oil market still more in the short term. Including an oil ETF in a portfolio is an efficient way of using a change in the energy market as an opportunity. An oil ETF lets even a small investment enjoy directly the effect of a rise in international oil prices, and a product such as a KODEX WTI Crude Oil Futures ETF can maximize an investment return through a leverage effect. Yet because crude oil is an asset of high price volatility, a continuing analysis of the market and a management of risk should go together.

In conclusion, today’s global economic environment is very complicated and uncertain, and in this situation a strategic wealth management is settling as an essential tool for both an individual and a firm. Bitcoin, a gold ETF, and an oil ETF, as discussed, each have a distinctive character and merit, and if they are used appropriately in a portfolio, a stable and effective management of assets can be realized even in an economic challenge of the present kind. Bitcoin is a new asset that represents a digital age, and has technical and economic potential at once. Through its decentralized character and its link with a stablecoin, there is a large possibility of complementing a limit of a traditional financial system and of creating a new economic order. Bitcoin-based DeFi provides investors with a new model of return and opens a chance of an active use of an asset, beyond merely holding it. Yet bitcoin also has shortcomings such as large price volatility, a policy risk, and a lack of maturity in the market, so a long-term, diversified investment strategy is needed. Gold has historically been a traditional safe asset that has provided stability amid economic uncertainty and inflationary pressure. A recent strong-dollar flow, inflationary pressure, and a geopolitical conflict are raising interest in gold ETFs and ETNs. Gold is not a mere means of storing value, but can lower the volatility of a portfolio and assure stability. That even a small investor can easily approach it through a gold ETF is a merit. Yet a strong dollar and a change in interest rates can limit gold’s short-term room to rise, so an investment in gold should be approached strategically from a medium-to-long-term view. Crude oil is an asset closely tied to the growth of the global economy, and reacts sensitively to energy demand and supply. A recent rise in international oil prices was largely affected by short-term factors such as U.S. sanctions on Russian oil and a rise in winter energy demand. An oil ETF provides an efficient means of investment that can use this volatility as an opportunity, and a product such as a KODEX WTI Crude Oil Futures ETF can expect a high return in the short term. Yet because crude oil is an asset that moves sensitively according to a geopolitical risk, a weather factor, and a change in global demand, a continuing analysis of the market and a careful management of risk are essential. When these three asset classes are included in a portfolio, a management of risk and an investment strategy must be considered. Bitcoin brings an uncertainty as a digital asset, gold the effect of a strong dollar and a change in interest rates, and crude oil a geopolitical risk and a volatility of demand. If one understands the risk each asset has and applies a strategy of diversified investment, a stable and sustainable return can be expected even inside market volatility. The same Korean report, at fuller length, is on CampusDown.

Sources

1. According to an article, the reasons bitcoin could settle as a national strategic asset have been growing clearer. Donald Trump, a former president of the United States, had in the past criticized bitcoin strongly, but recently his position completely reversed. Ahead of the 2024 election he put out a promise to stockpile bitcoin as a national strategic asset and to make the United States a bitcoin superpower, and actively showed a pro-bitcoin path. Bitcoin is said to help in resolving the United States’ fiscal problems. The article mentions the possibility that demand for a stablecoin would increase as a result of bitcoin becoming more active, and explains that sales of U.S. Treasuries could increase and a fiscal deficit could be reduced. A stablecoin is a digital asset linked one-to-one with the U.S. dollar, and to issue it an issuer must hold U.S. Treasuries or dollars as collateral. Growth in the stablecoin market that bitcoin sparks draws up demand for Treasuries and provides a foundation on which a government can raise funds stably. Bitcoin also shows a possibility of checking the power of a central bank through a decentralized financial system and of activating private finance. Trump strongly criticized a central-bank digital currency (CBDC) and, by supporting bitcoin, sent a message that he would promote financial innovation led by the private sector. Bitcoin is a symbolic asset connected with technical innovation, based on blockchain, leading innovation in finance, data management, and security. A stablecoin can be seen as a digital form of the U.S. dollar. According to the Korea International Trade Association, a strong dollar is forecast as likely to continue. A common view among experts is that a weak-dollar policy argued by Trump and by Senator J.D. Vance, then his vice-presidential candidate, has a low chance of being realized, because a rise in tariffs and a tax-cut policy would offset a weak-dollar effect, and because the present economic structure supports a strong dollar. Trump had argued that a weaker dollar was needed to raise manufacturers’ competitiveness and reduce a trade deficit, but a policy of raising tariffs could raise domestic prices and add pressure for a rise in interest rates. Senator Vance also mentioned a reduction of the dollar’s role as a key currency, but an international agreement and a structural change are needed. After the Biden administration, the dollar’s value had continued to rise against other major currencies. A weak-dollar policy has a high possibility of causing short-term economic turmoil. Wealth management can keep financial stability and increase assets through an optimal allocation of assets and a management of risk. First, diversification of a portfolio. Second, a stable and yet highly profitable option, such as gold, crude oil, and technology stocks, in response to inflationary pressure and a change in interest rates from a strong dollar. Third, a financial design that includes tax optimization and an inheritance plan. A bitcoin chart is dated 17 January 2025. Bitcoin is digital gold that at once symbolizes economic and technical innovation. According to an article, bitcoin is expected to work as a main growth driver in the 2025 cryptocurrency market. A DeFi ecosystem based on bitcoin is expanding quickly, and restaking — staking bitcoin already staked once more to create additional return — is drawing attention. Forbes Digital Assets: “Bitcoin DeFi is likely to become a new economic central axis in the cryptocurrency market.” A gold chart is dated 17 January 2025. As the launch of a second Trump administration and a controversy over a high valuation of the U.S. stock market overlap, the gold price is continuing an upward trend. According to the Korea Exchange, the gold futures price had risen this month as high as 2,721 dollars an ounce. An ACE Gold Futures Leverage ETF recorded a return of 6% or more this month alone; other leverage products showed a similar width of rise. High volatility from a protective-tariff policy of the Trump administration and from the Russia–Ukraine war. A possibility of a rate cut by the Federal Reserve is raised, and an inflow into gold ETFs and ETNs is expected to become more active. An oil chart is dated 17 January 2025. Because of U.S. sanctions on Russian oil and a rise in winter energy demand, international oil prices had recently recorded a high of the past four months. Brent futures had risen as high as 81.49 dollars a barrel; WTI had also gone past 77 dollars. A KODEX WTI Crude Oil Futures ETF recorded a return of 11.68% over the recent month. A rise in global oil inventories and a concern that demand is slowing also leave a possibility that the oil price will stabilize in the long term. Bitcoin has large price volatility, a policy risk, and a lack of maturity in the market. A strong dollar and a change in interest rates can limit gold’s short-term room to rise. Crude oil moves sensitively with a geopolitical risk, a weather factor, and a change in global demand.

Last updated: 14 November 2026