gm gm fams 2026 is lining up to be a very big year. you have got politicians openly talking about rate cuts and stimulus again, AI spending reaching numbers that would’ve sounded insane just a few years ago, and gold and silver making new highs at the same time. that combination isn’t random. on top of that, regulation is loosening, the US and China are clearly in an AI arms race, and the Fed has stopped tightening in the background. mid-terms are coming, retail is already active again, and liquidity looks like it’s slowly finding its way back into the system. cypto still feels under-owned and under-discussed given all of this. if you look at past, it doesn’t lead these shifts, it reacts once conditions are obvious, and then it moves fast. this doesn’t mean everything goes straight up, but it does mean the setup is changing. one of those periods where positioning early matters more than being perfect.(Justin Wu)