According to André Dragosch, PhD, the trend of US companies not outperforming the rest of the world since the beginning of 2025 is significantly bearish for the Dollar. This protracted Dollar weakness could serve as a major macroeconomic tailwind for Bitcoin in 2025 and beyond.

According to The Kobeissi Letter, US companies' 30+ day delinquencies surged to $29 billion in Q4 2024, marking the highest level in at least eight years. Over the past five quarters, delinquencies have increased by approximately $8 billion, or 38%. This figure excludes loans from direct lenders and private credit, indicating potential additional unreported financial stress. Such a rise in delinquencies could affect credit markets, influencing interest rates and lending conditions, therefore traders should monitor these trends closely.

According to The Kobeissi Letter, US companies' 30+ day delinquencies surged to $29 billion in Q4 2024, marking the highest level in at least eight years. This increase reflects a rise of approximately $8 billion, or 38%, over the last five quarters. Notably, this figure excludes loans from direct lenders and private credit, suggesting potential additional risk exposure not captured in the reported data.

According to ZachXBT, US companies engaging in virtue signaling is a significant issue that is not discussed enough within the crypto community. This behavior can potentially impact market perceptions and investor trust.