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The Casino will open in 2026. Here is why.
Right now, the economy is too tight for a speculative bubble.
Retail is fighting inflation, not chasing shitcoins. That changes next year.
The policy pivot is clear: Rate cuts are here, and 2026 stimulus checks are the political play.
When that fresh capital hits insolvent bank accounts, it won't go into savings bonds. It will go into the fastest horses on the track.
We are waiting for the "Liquidity Overflow" event. Survive the chop.
The mania is being manufactured by the Fed as we speak.