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.