Replying to Avatar Brisket

GM

The prolonged & brutal bear market isn't starting in 2026.

2025 was a year of consolidation & accumulation.

Welcome to the SuPerCycLe.

Be humble or be humbled.

I am persistently being shown to be patient.

đź’šđź«‚
Avatar
Telluride 1mo ago

2026 has me worried… not long term but if these 4 were to cascade, we’re in for a long year.

-Consistent murmurs of war from the EU and the UN with Russia.

-An AI bubble is in full ribust form with NVDA at the forefront (Oracle, OpenAI, Dell, Coreweave etc)

-US is officially “printing” and not calling it printing but inflation is the real metric.

—China has been eyeballing Taiwan and their opportunity has never been better. (ie: we dont have missiles or rare earths to make more because we sent them all to Ukraine)

Those are the big ones but now we’re openly hostile with Venezuela.

…Powder keg.

🧡👊🏻🍻

Reply to this note

Please Login to reply.

Discussion

Avatar
Brisket 1mo ago

Yeah I agree there are a few things outside of Bitcoin that are of concern, particularly in the short term.

I think the incentive to accumulate bitcoin is immense under these conditions. I just don't think everyone involved sees it like that.

I also think there's a couple of positive curve balls for Bitcoin's price too.

USG using bitcoin to nominally reduce their debt via their strategic reserve & exporting USD via stable coins is still in play.

Strategy's digital credit play hasn't really found traction yet, but I think it will soon. Too big to fail banks are also incentivised to get onto this play.