Are we standing at the bottom of the final great crypto dip?
In this contrarian macro analysis, Alexander Velasquez argues that the "Tariff Shocks" of 2025 have already been priced in, paving the way for a domestic economic surge in 2026. This briefing breaks down the four pillars of the upcoming bull market:
The Repatriation of Industry: How shifting supply chains are boosting US GDP.
Global Leverage: The impact of the $1.4 trillion UAE investment deal and new ASEAN trade frameworks.
The "One Big Beautiful Bill": How the July 2025 tax changes are injecting liquidity back into the markets.
The DOGE Factor: Why government efficiency and deregulation are the ultimate "Green Flags" for digital assets.
0:00 - The Crypto Market Has Bottomed in 2025
0:25 - Why the Market Has Bottomed
1:09 - Reason 1: Bringing Jobs and Production Back Home
2:33 - Reason 2: Revenue Windfall
4:00 - Reason 3: The Global Leverage Game
5:18 - Reason 4: The Full Trump Playbook
6:04 - Wrapping Up
Alexander I. Velasquez is a financial analyst specializing in valuation, market history, and long-term investing. His research combines fundamental analysis with lessons from past financial crises. His work is published on Seeking Alpha.
