Rothschild Global CIO Addresses Dollar Weakness Amid Market Concerns

2 mins mins

Key Points:

Potential U.S. dollar decline and its impact on markets.
Concerns over interest rates and AI bubble.
Rothschild’s focus on AI and quantitative investment.

Benjamin Melman, Global CIO at Edmond de Rothschild, emphasized risks for the U.S. dollar amid potential interest rate concerns and AI sector instability in 2026.

This perspective underlines possible currency impacts that could influence cryptocurrency valuations, driven by macroeconomic shifts and technology sector developments.

Rothschild’s Market Outlook Amid U.S. Dollar Weakness

Reports suggest potential risks to the U.S. dollar, linked to interest rate uncertainties and a possible AI bubble burst. Benjamin Melman’s view, as noted in secondary sources, highlights the need for strategic investment adjustments. While no direct link to crypto markets has been stated, macroeconomic shifts could create ripple effects globally. Official avenues at Edmond de Rothschild confirm a focus on expanding AI and quantitative strategies, with no formal commentary on cryptocurrency strategies or positioning.

“AI and machine learning are gaining momentum in quantitative investing, and are increasingly used for predictive modelling, and portfolio optimization.” — Christophe Caspar, CEO, Edmond de Rothschild Asset Management

Cryptocurrencies and USD: Historical and Future Implications

Did you know? During past economic cycles, a weaker USD often correlated with increased risk asset investments, including cryptocurrencies, although this pattern can vary with market conditions.

Bitcoin (BTC) currently trades at $89,529.56, experiencing a 3.05% drop over 24 hours, as of December 11, 2025. The market cap stands at $1.79 trillion, with a circulating supply of 19.96 million BTC. CoinMarketCap data shows a downturn across various timeframes, with a notable decline of 22.46% over the last 90 days.

bitcoin-daily-chart-4960 — Bitcoin(BTC), daily chart, screenshot on CoinMarketCap at 16:32 UTC on December 11, 2025. *Source: CoinMarketCap*

According to Coincu’s analysis, regulatory shifts and evolving tech landscapes drive strategic investments. A weakening USD may bolster cryptocurrencies, yet precise outcomes remain speculative. Continued monitoring of macro trends is necessary for assessing long-term market impacts.

DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.