Dan Gambardello(@dangambardello):The business cycle is playing out and not even the crypto bulls are thinking bullish enough. We’re using 2017 and 2021 to imagine the upside. But what if the better comparison is the roaring ’90s? AI driving productivity. Crypto becoming financial infrastructure. A business cycle expansion potentially accelerating both. We’ve trained ourselves to expect the next collapse. Are we prepared for what happens if this expansion has years to run? Being right about the macro direction doesn’t mean we’re ready for the magnitude. Prepare for everything.

2026.09.22 02:45

The business cycle is playing out and not even the crypto bulls are thinking bullish enough. We’re using 2017 and 2021 to imagine the upside. But what if the better comparison is the roaring ’90s? AI driving productivity. Crypto becoming financial infrastructure. A business cycle expansion potentially accelerating both. We’ve trained ourselves to expect the next collapse. Are we prepared for what happens if this expansion has years to run? Being right about the macro direction doesn’t mean we’re ready for the magnitude. Prepare for everything.