🚨 2026 Macro Playbook: What I'm Watching (and Why It Matters for Risk Assets + Crypto Edges)
Fresh off the new year, markets are pricing "soft landing + AI boom," but the setup is more nuanced. Here's my breakdown of the key trends shaping investing this year—no hype, just data-driven takes.
Thread 👇
@legen_eth Also to add. No one can even comprehend 1 trillion of something. And he cannot even try to sell. No one has the money to realistically buy it without liquidating most of what they own. For reference the largest company, NVDA, has a market cap of less than 5 trillion.
THIS CYCLE HAS NEVER BEEN WRONG SINCE 2012
Accumulation → Mark Up → Distribution → Bear Market
Every single time, like clockwork
Every bear market dumped 75-80% from the top
$32K is not a prediction, it's just math
Bottom in October 2026 if the cycle holds
It has never missed by more than a few weeks
Don't get shaken out before the best part
Turn on notifications - I'll call the bottom in real time