The analysis suggests a weakening US dollar due to the current administration's policies, specifically tariffs, which are seen as an attack on the dollar's strength. It notes the dollar has weakened against the Yen, Euro, and Swedish Krona since the start of 2025, and dramatically against the Taiwan New Dollar. Tariffs, advertised as trade renegotiations, are seen as an attempt to devalue the dollar to boost local manufacturing. The speaker discusses currencies worldwide are strengthening relative to the dollar, and global trade, much of which is done in USD, will slow down because of the tariffs. The analysis suggests Washington believes dollar strength has hindered US economic prosperity. The analyst infers buying opportunities for gold and bitcoin towards the end of the year.