USD Sentiment Turns Bearish, Stablecoins and Crypto Could Be Affected

Institutional investors are showing unprecedented pessimism toward the US Dollar, signaling a potential shift in global currency markets.  According to a recent post from Kobeissi Letter, referring to Bank of America’s Global Fund Manager Survey, net exposure to the Dollar among global fund managers has fallen to -35 points, the lowest level recorded in at least 14 years. https://twitter.com/KobeissiLetter/status/2024121041979597115 For perspective, at the start of 2025, net exposure stood at +30 points, one of the highest readings in the data set.  According to the post, the current reading even undercuts the April 2025 low, which coincided with market turbulence