Our business cycle model just confirmed expansion for the first time in years, and the broader altcoin risk score is still extremely low. That's the combination I've been waiting for all year. The last few years trained us to expect disappointment, so I don't want to dismiss the turn now that it's here! This is huge. Expansion confirmed 0:00 Why it matters for altcoins 0:25 First since June 2022 1:00 How the model works 1:15 September pullback 1:45 Oil, rates, productivity warning 2:25 Bitcoin & altcoin risk low 3:25 Chainlink 4:50 ETH, ADA, SUI 5:25 Testing the thesis 6:25