After a bull run lasting a decade and a half, the U.S. dollar fell in value by about 11% relative to other currencies in the first half of 2025, the worst performance in decades. A host of factors have contributed, including lasting inflation, uncertainty about tariffs, and other geopolitical turbulence that has impacted markets around the world.
This presents an opportunity for savvy investors. Many portfolios may shift toward international companies, commodities, and precious metals through the end of the year and beyond.
Cryptocurrency names are a potentially overlooked group of stocks that could see new opportunities thanks to a weakening dollar. Companies involved in crypto—through mining operations, by operating exchanges, and so on—stand to benefit if investors shift their allocations away from traditional assets and toward alternatives in search of stability or growth.
A more favorable regulatory environment should also…
