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Finance

Stop Treating 2026 Like 2022 With Better Plumbing

Bitcoin fell 44% from its October 2025 peak, and the dip-buying crowd is treating it like 2022 again. The structure is genuinely different this cycle. But macro risk, not crypto fundamentals, is what kills the thesis now.

By Ray Vega · 3 min read

Finance

Gold at $5,000 Is a Bet Against Earnings, and Earnings Are Winning

Gold at $5,000 is priced on geopolitical fear, not productive fundamentals. With the S&P 500 posting its fifth straight quarter of double-digit earnings growth and 14.4% projected for 2026, the opportunity cost of sitting in a non-yielding asset has never been higher.

By Marcus Cole · 5 min read