Take away the violent weekends and Bitcoin's bull run is still alive while the dollar continues to fall

Bitcoin’s 2026 problem is the weekend

I keep coming back to this line because it feels brutally true in the way only markets can be true.

The only thing worse than buying Bitcoin this year was not buying Bitcoin. If you held dollars, you got quietly taxed.

The dollar has been sliding, and the mood around “anti-dollar” assets has been getting louder by the day.

If you held hard assets, you got rewarded loudly and publicly, with the kind of chart that makes people text you screenshots at 2 a.m.

Gold has traded above $5,000 an ounce, silver has pushed into triple digits, and even the S&P 500 is up on the year.

Then you look at Bitcoin, the asset that built its whole personality around being the exit door from fiat.

The scoreboard says it basically did nothing. That’s where people stop, shrug, and move on to the next trade.

That’s a mistake.

The real story in this tape is weirder, and it’s sitting inside the clock

$XAU $BTC

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