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🌄Why is the dawn of Bitcoin in 2026 already visible when the market is in despair?
On April 8 this year, amid the intense panic caused by tariff disputes and "Liberation Day," I published an article on Substack titled "The Dawn After the Storm." At that time, the S&P 500 index had plummeted by 20%, economists were warning of an impending recession, and the market was shrouded in panic. In the article, I pointed out that this sell-off, driven by market factors, would become an excellent buying opportunity due to the development of artificial intelligence; six months later, people would realize that the initial panic was completely unnecessary compared to the rapid advancements in the AI field.
And indeed, that turned out to be the case. The market gradually warmed up, risk assets rebounded strongly, and the enthusiasm for artificial intelligence continued to rise, with people gradually adapting to the changes in the related markets.
This decline has caused the cryptocurrency fear and greed index to drop to 15, matching the lows before and after Liberation Day, as if the market has fallen into despair. It is precisely for this reason that I wrote this article. Consistent with my previous views surrounding Liberation Day, I firmly believe that the trends of various assets at present are all driven by the development of artificial intelligence. Moreover, I am convinced that years from now, all investors will suddenly realize that they missed an important opportunity, and the asset that best reflects the value of artificial intelligence is Bitcoin.
Just like the buying opportunity created by tariff panic in April, the recent pullback of Bitcoin, which has weakened along with overall risk assets, is also building momentum for the next significant rise.
Send to see @jvisserlabs for the complete perspective:

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