Dan Gambardello|Apr 08, 2026 21:29
Altcoins have survived:
The 2018 tariff fear capitulation
The Fed repo crisis
COVID
The China mining ban
The LUNA/UST collapse
3AC / Celsius / Voyager
The FTX collapse
The SEC suing Coinbase and Binance
The Japan carry trade crash
Tariff escalation
Iran war
I will not say sorry for being bullish on altcoins.
I also don't think it's a bad idea to be bullish on altcoins. Blackrock, Fidelity, and Greyscale are...
I enjoy tracking the macro opportunity, while always preparing for downside scenarios and volitility.
Lastly, I think characterizing someone because they invest in and cover altcoins is not what crypto needs right now.
Opportunity everywhere.(Dan Gambardello)
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