The Secrets of Macroeconomics in 2026

I don't like politics, but I enjoy studying macroeconomics because 2026 will be the year when BTC's trend and macro factors have the most profound impact. The underlying logic of BTC, Satoshi Nakamoto's vision—whether it can be realized—directly influences 70% of long-term holders' beliefs, and is also the year that the backbone of BTC faces a choice.

Looking back to December, I wrote that "our world is being pushed toward a historic upheaval by five major factors: debt cycles, internal chaos, geopolitical conflicts, great power struggles, and technological revolutions. Each factor is accelerating currency devaluation." With Maduro's arrest and Trump immediately announcing the takeover of Venezuela's oil resources, all instability factors began to accelerate. Governments are easily overthrown, hegemonies are openly displayed, international rules are easily torn apart, and civilization is starting to turn back to the jungle. May I ask, is the economic model of the peaceful era still viable?

The United States has become a nation that pursues its goals at any cost. Does the Federal Reserve still have fairness? Do the US dollar and US bonds still possess their original authority and fairness? If 2025 was an economic war, then 2026 is about to begin a camp battle, which may later evolve into a hot war. I'm not trying to create anxiety; Europe, the Americas, Asia, and the Middle East are constantly escalating conflicts. Resource plundering has already begun with the assassination of sovereign leaders. Even the crazy dog Japan has started to remain silent about the US approach. I can clearly tell you that all countries will enter a state of readiness in 2026.

I'm writing these macro insights to tell you that data such as inflation and employment will no longer be authoritative in 2026. Currency flooding and devaluation are inevitable. Global assets will continue to push toward historic highs. Precious metals, stocks, and bonds each require more and more currency to support their upward movement, until they can no longer go further—either war breaks out or technological breakthroughs occur. There are no other options.

So, don't trust data, interest rate cuts, or anything else as primary reference factors, because during the preparation period, currencies will depreciate significantly. Whether BTC has monetary, hedging, or fairness qualities—this test will either lead to an explosion or death. 70% of long-term holdings will either become more steadfast or disintegrate.

It's not surprising that I predicted this rise after reading articles and analysis. I said that in 2025, the macro of the entire financial market is like throwing a stone into a calm lake; funds start to spread from the inside out, gradually extending from US stocks, US bonds, and precious metals to crypto assets, allowing everyone to early buy the dip in spot markets. Global assets will be pushed to high levels in this cycle. Please wake up early, understand your position in this confrontation, and seize opportunities in crises while staying away from danger.