Crypto’s 2026 Supercycle: The Setup No One Is Talking About

Is 2026 the next crypto supercycle?

Graham and David walk through the data and narratives pointing toward a major macro shift: quantitative tightening ending, massive repo injections, a new supply-side Fed incoming, and the accelerating rise of stablecoins and institutional rails.

Covered in this segment:
• Why QT ending is bigger than people think
• Why risk assets historically explode when tightening stops
• How a supply-side Fed chair could rewrite inflation modeling
• Why liquidity windows align with Bitcoin outperformance
• Why stablecoins + TradFi rails = mainstream adoption
• Why 2026 might be the inflection point

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