Why I'm Betting Everything on Crypto Heading Higher Into 2026

[00:02] I have into crypto. I have bet literally everything that the top isn't in and that we're heading much, much higher going into 2026. In this video, I'll break down exactly why the market is currently dumping and why I think we'll

[00:16] see an end to it extremely soon. Why I have such deep conviction that the 4-year cycle is dead and this will be crypto's first ever 5-year cycle. And ultimately, why I think we're going much, much higher heading into 2026.

[00:29] where I believe we currently are in the cycle. And I believe currently we are here in terms of the psychology of the market and that the best and the biggest is still yet ahead and that we're only just getting started. And basically my

[00:43] belief is that since late 2022, this is what we've done so far. Just this and this is the dip we're in right now. Uh and this has been primarily driven by institutional structured bid. all of the ETF flows, all of the boomers, uh, you

[00:57] know, with their financial advisors buying Bitcoin via the ETF. That's what's been happening between late 2022 and today, it has not been primarily a retail FOMO, you know, driven. I mean, what's it's boomer retail, but not the

[01:09] typical retail you see buying crypto. It has been institutional ETF bid uh, pushing up the price of Bitcoin up until this point. And you see that where in mid 2023 we had Black Rockck announced, oh my gosh, we're launching an ETF.

[01:22] never going to get denied, so it's going to happen." And then it did happen. And financial adviserss, whatever, who could now find for for the first time offered now find for for the first time offered Bitcoin to their customers via this ETF

[01:35] rapper. Um, and a lot of boomers who are being told by Larry Frink and all these people on CNBC that Bitcoin is the future decided to allocate 1%, 2%, 3% or been pushing up the price of Bitcoin ever since. But past cycles were not

[01:51] This is the first time this ever existed. Past cycles were driven by huge pulses up in year-over-year liquidity. Just these massive macro environments where there was cheap credit, there was abundant liquidity, central banks were

[02:06] easing, and all that sloshed through the system, caused a retail mania, pushed everything out on the risk curve, and all these people showed up to buy crypto through the systems. That's what happens. That happened in 1999 when the

[02:20] dotcom bubble happened 2013 happened in 2017. Happened in 2021. It has happened the way cycles go. They go from easing over and over and over again. It is like a psychological loop where you

[02:35] have abundant cheap credit. A lot of people take out loans. Loans are a form pulses into the system. People are buying stuff. Businesses are expanding. more. So, they're spending more. Everything gets crazy and out of

[02:49] control. And when things get crazy and out of control, the government steps in, they're like, "Oh my gosh, this is getting crazy and out of control. How know what we can do. We can tighten things. Tightening is just another word

[03:01] for making everything suck. And when everything sucks, people are going to hire less, people are going to take out less credit, and it's going to like put the put the cap on things, calm people down. And that's exactly what it does.

[03:13] people down. And that's exactly what they did post 2021. 2021 they went crazy. They went, you know, bananas with the money bazooka. Uh things got out of control, markets got out of control, and then they tampered down on that. They

[03:27] in the last 40 years. And and they not just in the US, like globally, they just went bananas on on easing, and then they went bananas on tightening. And what we saw is things collapsed all the way into 2022. And since 2022, we've been in this

[03:42] right here on the ISM chart. Like things have never gotten out of control since history. Okay, the rest of history is just like waves. Okay, it just literally does w all the way back 19 since 1948. It just literally waves waves and waves

[03:57] surfing the waves of the economy and and then 2022 is the first time in literally just kind of like flatline and die and they never come back. And so where past cycles were driven by this huge burst up in year-over-year liquidity, a huge

[04:11] pulse up in the economy, abundant credit, businesses are booming, everything's going crazy. That all 2013, 2017, 2021, they all align with this. They all sync up with this perfectly. This cycle had none of that. Absolutely

[04:24] driven the cycle. It's been institutional structured bid. And a lot then why stock why is the stock market all-time highs, genius? And I'll tell all-time highs. primarily the the growth in the stock market has been driven by a

[04:39] handful of companies driven by the narrative around AI, okay, and AI buildout, AI capex and all that kind of stuff. It's literally like a handful of companies driving all the stock market gains. The broader stock market sucks,

[04:52] okay? Companies have been sucking since 2022. They have been in probably a recession. We just don't call it that anymore because of weird political, you are not doing good under the surface for the broader economy. Case in point, just

[05:07] this year in 2025, 600 plus large US companies have gone bankrupt this year. The highest rate in 15 years. Wow. That doesn't seem like something that would be happening during a boom period, during a massive macro expansion. You

[05:19] literally don't ever see during an easing phase 600 plus large US companies go bankrupt. Okay, here's another one. Americans are defaulting at a crisis pace. Student loans, serious 90-day plus delinquencies are at a record 14.3%.

[05:33] Auto loan delinquencies are the highest since 2010. Credit card delinquencies are at the near a 14-year high. Again, not things that typically happen during an easing cycle. These are things that happening during a tightening cycle.

[05:46] times, but this is the chart that I have to show people just kind of to jam it to show people just kind of to jam it into people's heads. 2013, 2017, 2021, had these big old bursts in liquidity and then it's a drought. Okay. And a lot

[06:02] biggest burst so far. It's been like what's been happening lately. And a lot of this is driven by China. And guess what? All that liquidity in China has a really hard time making its way into the crypto market. China is a lot more

[06:15] unfriendly when it comes to crypto. So, uh there's a lot of liquidity maybe but it's not liquidity that can go into the market. So, it really has been just a total drought uh since 2022. And basically things got drastically worse

[06:30] in 2025 when Trump and Bessant decided, hey, we're going to frontload all the side. In their viewpoint, they're like, hey, the economy needs some medicine. going to shove it into their mouths up front and then later when we need to get

[06:44] reelected, they'll probably forget that we put the medicine in and you know, they're they're happy and healthy. That's basically their policy stance. podcasts from Scott Besson. He has said it over and over again. Frontload the

[06:56] pain. That's what they did. They did crazy tariffs and all kinds of other crazy tariffs and all kinds of other just craziness in 2025 uh w with the plan of pivoting in 2026 to midterms mode and getting that economy to run

[07:10] hot. And so in 2025, it's been abysmal. Okay, we we had all the tariff madness. We had the TGA rebuild that happened at the same time the RP ran down to zero a big old liquidity buffer keeping us safe and as soon as it hit zero it's

[07:24] starship. Okay. And it's like every shot fired now is like sending stuff flying. There's holes in the side of your hole and things are getting crazy. Uh so so issuance on top of that. On top of that you had the longest government shutdown

[07:39] oh that's so stupid. Like why would you say the government has anything to do with crypto? And they literally don't even understand the argument. Let me make this really really clear. The government is the single biggest spender

[07:51] money. What do you think they're printing all that money for? They they print it to spend it. Okay. And when they spend it, that's liquidity going into the the economy. And when you just randomly shut down the government and

[08:03] there's no more spending happening, the the biggest faucet gets turned off. The liquidity dries up and the that liquidity matters. Okay, that's real money going out to employees and people and businesses and that money flows

[08:15] of it obviously, but some of that flows into the the markets and keeps it afloat. And when when that tap's turned off after this massive TGA rebuild, after all these tariffs all year, after the RRP runs down to zero, after the

[08:28] step up and issuance, things get pretty bad pretty quick, which is exactly what when the government shutdown ends, liquidity can rebuild. And I posted this ended. I said liquidity won't heal until the shutdown ends and the government

[08:41] ramps up spinning again. This won't happen overnight. It takes time for pipes. Remember, this is a plumbing issue. And basically my point was to be like, "Oh, you said the shutdown was over like the day it's over." And

[08:55] but that's not how it works. Liquidity is doesn't magically teleport into the market. Liquidity is, you know, somebody shows up at work, they have to run booted back up. things haven't been open for 40 days plus and you know they got

[09:09] to figure out how to log back in, get everything organized and then they got the payroll is got to take time and you know bank transfers got to happen. their accounts and then they got to go spend it. Okay, so like all these things

[09:22] instantaneously. It's just like now the process can start healing and those And then I said after that we also have a massive data dump coming when poor you can expect us to retest lows again. And uh what what happened with

[09:36] this is because the government wasn't open all of October, you essentially had the people that are paid to collect it weren't at work because they the do all these surveys and different things for data that they weren't doing.

[09:50] the data is unreoverable because they didn't do the surveys and they they can't go back and do the surveys. So they don't have any way to get the data. They're not like the most efficient bunch, you know, out there. And so

[10:03] not going to get the data. That's crazy." Um, and so markets started of Fed members came out and said, "Hey, cut rates." And the reason we're not going to cut rates is because we don't

[10:16] we don't have the data we need to. And started repricing and crypto started like aggressively repric pricing because downward price action. crypto is really reflexive to liquidity on top of the

[10:30] four-ear cycle just fear and all this other stuff and and and things just that's where we've primarily seen this move down all the way down to $92,000 in post from Hunter Hordesley where he says here's what I see happening on four year

[10:44] cycles common view people believe in four-ear cycles and then 2026 will thus be a down year for Bitcoin first order effect people sell in 2025 to avoid the down market year second order effect the 2025 sellers cause 2025 to be a down

[10:56] year thus breaking the four year cycles. Third order effect 2026 is open season, huge amount of selling pressure from people that believe in the four-ear cycle just adding accelerant on top of what was already like a pretty insane

[11:09] situation. And I know I'm literally one of the last guys left who is still saying we're going way higher into 2026. And I don't care because I'm telling you invested in the market. Like I'm not like taking this half-hearted. I I don't

[11:22] do any ads or sponsored content on my channel. I have to be right about that. literally going to burn my entire reputation and I'm going to burn like take this very seriously. I'm not just like, you know, making random stuff up

[11:36] to feel good about myself. I really believe we are right here. We are at the disbelief stage and that this is what's ahead. And I believe this is ahead because as I've been saying, there is so much ammo left to burn. Like even if you

[11:49] right now that the stock market's in a bubble because of AI, right? Because as I said, AI is driving all the gains. So like, oh my gosh, it's a bubble and it's 1999 and you know, next year's 2000, we're gonna it's gonna be horrible, you

[12:01] know. Oh my gosh. And you know what? Like maybe they're right. Like maybe we are in a bubble, but my whole point is it's not going to end now. If if we're bubble to be over. There's no reason this bubble can't go to 2026, 2027,

[12:15] because we've been in a tightening cycle, which means all the ammo that's saved up for the easing cycle has not been spent yet. And that's the way these cycles work. The Fed still has a lot more room to cut rates. We haven't even

[12:29] December. But from there, we still have a lot of room in terms of expanding the case. Like globally, there's still just a lot more room to ease uh than say like the height of 2021, there was no more

[12:42] Rates were at zero. um they were expanding like mad. Inflation was was forced like even if things got really bad they're like they couldn't do more runway left. That's not the case today. We have so much runway left and

[12:56] starts crashing the you know max 7 starts crashing. What do you think they're going to do? Like especially going into midterms in 2026 like what do not going to let that happen. Like pure and simple they they will intervene.

[13:11] This is just like so ob absurdly obvious. So, even if we were in a matter. It doesn't matter if we were in a bubble or or not. And I really like "Current situation. The US is preparing $2,000 stimulus checks. Japan is

[13:25] preparing a $110 billion stimulus package. China is approved a $1.4 trillion stimulus package. The Fed is officially ending QT on December 1st. treasuries per year. Canada is restarting its quantitive easing

[13:38] program. Global M2 money supply is a record 137 trillion. and global rate cuts are at 320 plus over the last 24 months. This is the start of a global tightening cycle. And as any point is, in what world is another wave of

[13:51] is something I want to highlight, the whole reason we're in this situation right now is because inflation became like this big bag boogeyman uh post 2021 anything that happened would cause this huge reaceleration of inflation. And so

[14:07] The Fed's like we're not going to do anything. we're just going to sit on our what'll happen with inflation. Who knows what's going to happen with, you know, inflation out of control and like it's like where is that? You've been saying

[14:20] inflation that you you've been so afraid of? Like it's just not showing up. My point is that they let it become such a what happened in 2021, which is a really

[14:32] unique circumstance. coordinated global easing at the most insane scale we've ever seen, coupled with like massive shipping issues caused like a massive spike in inflation. And so that's kind of blinded everyone from like doing what

[14:44] should be cutting rates right now. Things are not looking hot. Okay, cracks forming. Anyway, the point is we are on the path to recovery in terms of Trump and Besset have flipped into midterms mode. They're going to do a lot

[14:59] because they want to they want to win the election. They don't want to lose. Central banks have been in tightening mode for way too long and it's now time really don't have a choice about it because the system forces their hand as

[15:11] cracks start to form in the system and I genuinely believe we are right here in terms of the market cycle and this is going to be us in late 2026. Although I is kind of just a meme when when I say that I say that because you know four

[15:24] year cycle, five year cycle whatever. Uh, but as I said, like I I don't know say for sure we're heading way higher into 2026, but I will say it could go to 2027, 2028. Like I don't know. I I'll wait and see kind of what the policies

[15:37] that get into place in terms of like stimulus and all that kind of stuff, eye on inflation and kind of when those policies run out of runway or get close when you know the party's over. Uh, but but I won't cap it on for sure late

[15:51] 2026. All I'm saying is as of right now, that's the current setup and it's my That's my belief. I have not wavered. I have not faltered. I've been saying this for literally a year now. I've been saying it when things are good. I've

[16:03] I've been saying it right now when things are abysmally bad. And I'm pretty it. As always, none of this is investment advice. None of this is me telling you to invest in anything. I'm obviously not your financial adviser and

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