2026 is going to be incredible:
Trump is calling for interest rates to 1% and promising stimulus checks, AI CapEx is nearing $1 trillion per year, and precious metals are making history.
All as mass de-regulation is in full swing and the US and China are in an all-out AI arms race.
Meanwhile, midterm elections are coming, the Fed has ended QT, and retail participation in capital markets is at record highs.
Crypto should soon rejoin the asset owner party.
Be excited for what’s next and position accordingly.
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Everyone is bragging the S&P 500 is up more than 100% since 2020, but the index is actually down 88% when priced in a hard asset like bitcoin.
Bitcoin is the hurdle rate.
If you can’t beat it, you have to buy it.
(H/t @philrosenn)
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"Healthy eating is expensive" is a lie designed to keep you sick.
Cancer costs $150,000+.
Diabetes management: $800/month.
Heart surgery: $122,000.
You can pay $200 extra for quality food or $400 per doctor visit: