Ray Dalio Forecasts Gold and Non-Fiat Currencies as Next Safe-Haven Assets Surge

Bridgewater founder Ray Dalio drops bombshell prediction: traditional safe havens shifting as gold and non-fiat currencies prepare for massive rally.

The New Safe Havens

Dalio's analysis suggests institutional money already flowing into alternative stores of value—bypassing conventional wisdom about what constitutes true portfolio protection. His track record with macroeconomic calls adds weight to this directional shift.

Gold's Digital Cousins

Non-fiat currencies—including cryptocurrencies and commodity-backed alternatives—gaining traction as hedge against currency debasement. Traditional finance veterans finally acknowledging what crypto natives knew years ago—though they'll probably still take credit for 'discovering' digital assets.

The trigger? Central banks continuing to print money like there's no tomorrow while pretending inflation is 'transitory.' Sound familiar?

Dalio: All fiat currencies will lose their appeal

Dalio spoke at the FutureChina Global Forum 2025, warning about excessive spending and a debt spiral, leaving the US Government unsustainable, potentially facing a major fiscal crisis. Based on growing inflation and uncertainty, fiat currencies will not be suitable for a store of value. 

Dalio urged investors to diversify, allocating up to 10% of portfolios to gold. The recent warning coincides with a recent trend of concerns with mortgage payments, as Cryptopolitan reported. 

Dalio noted the risks are not limited to or unique to the USA, but may affect other countries, like France, Japan, and China. 

The dollar index has indeed shown a dramatic 10% drop in the year-to-date. However, other currencies have also weakened against gold, making the precious metal the second-largest reserve currency globally.

During this period, gold, S&P500, and BTC were all rising in unison, as traders looked for an offset to inflation and sources of active growth, as well as security. BTC has gone through periods where it behaved more like a risky tech stock, but is also growing its influence as a store of value. 

Beyond crypto, there are a few non-fiat assets that could fit the description. Silver has also expanded to its highest level since 2011, and is expected to break out above $50 for the first time in history. While the HYPE for silver lags behind gold, the metal has received attention as an alternative. 

The USA may face low demand for new debt

Despite record index performance, Dalio believes overspending is catching up with the US economy. He estimated that the government would need to place another $12T in debt to cover the growing deficit, interest payments, and roll-over of previous maturing debt. 

However, the global market does not have this type of demand for US debt, creating an imbalance. 

The dollar remains a highly active medium of exchange, boosted by global trade, with few competitors emerging at this stage. Dalio noted the rising role of the Yuan may take some shine off the dollar, but not challenge its primacy.

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