We are in a unique moment in time where several variables that drive asset appreciation are aligning: > FED has signalled monetary easing with 75 bps of expected rate cuts by end of 2025 > The U.S. continues to run a 6.2% fiscal deficit > The current rally since the tariff selloff has so far been hated with many investors being reluctant to allocate to risk > AI is dominating the narrative and creating a speculative frenzy that may be akin to the Dotcom bubble We have alignment in monetary policy, fiscal policy and a market driven narrative to drive up the MAG7 and most importantly inflation hedges like Gold and BTC. It's possible this macro environment is akin to 1999 but the alignment of both monetary and fiscal policy could see an explosive level in speculative fervour. I am expecting euphoria across the board into 2026.

Best crypto native narratives: > Digital Gold > Settlement layer for digital dollars > Tokenisation of equities, commodities and Indexes > Perpetual DEX rising marketshare > Institutional DeFi w/ rapid growth