Fidelity: Bitcoin and gold are moving away from the dollar
Yesterday Fidelity Digital Assets published a report in which it assesses the evolution of market dynamics and checks whether the hypotheses made at the beginning of the year are still valid. The report analyzes six key trends that could shape digital assets over the remainder of 2026, including one that is somewhat unusual. This is trend number six, the one that also concerns gold. Gold and Bitcoin The sixth chapter of the report is dedicated precisely to gold and Bitcoin. It begins by recalling that Fidelity Digital Assets had already hypothesized at the beginning of 2026 that another positive year for gold would not be surprising, given that its demand is supported by central banks. But the most interesting point is another one. It is the shift from dollar-based systems to monetary systems more oriented toward the equity market. They point out that since the beginning of the year gold initially recorded an increase of almost 30% in a context of geopolitical tensions, only to then be scaled back to a more modest +4%. At one point they write: “There is also growing evidence supporting a move away from dollar-based systems.” They specifically mention alternative payment mechanisms, such as Irans acceptance of BTC for tolls and payments related to activities in