Fundstrat co-founder’s prediction for 2026 is worth noting: BTC target price of $250,000, recommend allocating 15% to gold, optimistic about AI sector and energy base materials. We are still in the early stages of the 10-year bull market that began in 2022. From this long-cycle perspective, the allocation logic between traditional assets and digital assets is being reshaped. The 15% allocation recommendation for gold reflects concerns about the fiat currency system, while the $250,000 target price for BTC suggests the core position of digital assets in the future macro environment.