Dan Gambardello|Mar 10, 2026 17:29
I know everyone's freaking out right now about Iran, oil, tariffs, prolonged red candles. It's a constant doom spiral on the monthly crypto charts.
But I want to share something I've been thinking a lot about.
The current administration is not operating in chaos at all. They're deliberately and systematically laying the foundation for long-term US economic dominance.
Every move...the tariff pressure, the energy posturing, the debt refinancing window they're engineering...it's all sequenced.
It's not pretty in the short term, and it's not supposed to be. Short-term pain is the tool and long-term positioning is the goal. What hurts is that this is after years of record breaking QT.
But here's why this matters for crypto specifically... when you understand the intent behind the macro moves, the fear events start to look a lot less scary or random.
Oil spikes on Iran headlines, everyone panics, weak hands fold... and then it resolves. Because the escalation is leverage, not a long term war plan.
Meanwhile the underlying data, which is PMI expanding, liquidity building, the Fed's hand slowly being forced... none of that has changed.
I'm not saying to ignore risk. There is real risk.
But we're not in a new bear cycle. We are in the uncomfortable final stretch of the current one, in my opinion.
Know what you own and why you own it and manage your risk. The people who stay calm and positioned through these moments are the ones who actually capture the upside when it comes...usually!(Dan Gambardello)
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