Dan Gambardello
Dan Gambardello|Oct 01, 2026 15:29
Since June lows, I showed you when our Bitcoin risk model was sitting at a low 17 and our altcoins risk model was at a 9! It was the time to be bullish, and I wasn't waiting around for a four-year cycle calendar to play out. Bitcoin is up over 30% since then and now the business cycle expansion continues. I think we're getting ready to go into a productivity boom like the '90s, except crypto didn't exist back then and it does now. One last big short term dip may be approaching before the bull run, and the window is closing fast! Risk scores and the PMI 0:00 Four-year cycle vs business cycle 0:50 The June post 1:46 Altcoin risk model 2:42 S&P 500 in the '90s 4:54 Why the PMI is sideways 5:23 Crypto in expansions 7:40 Bitcoin risk at 33 8:46 Bitcoin downside targets 9:24 Sui 10:51 Ondo 11:54 50-week moving average 12:47 My thesis 14:23
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