Everyone celebrates Bitcoin’s 20,000,000% rally last decade. Yet here’s the uncomfortable truth:
The Best Asset of One Decade Almost Always Fails the Next
(A 70-Year Cycle of Boom & Bust)
- 1960s: “Nifty Fifty” US stocks → 1970s dropped 50% (inflation crisis)
- 1970s: Gold +1,400% → 1980s crashed 50% (Volcker rate hikes)
- 1980s: Japanese stocks → 1990s lost 60% (lost decade)
- 1990s: Tech stocks → 2000s Nasdaq -78% (dot-com bust)
- 2000s: Commodities → 2010s underperformed (shale revolution)
- 2010s: Bitcoin/Tech → 2020s facing regulation & saturation
The Hidden Pattern
1. Extreme outperformance → Mean reversion
2. New winners emerge from obscurity (gold in ‘70s, BTC in ‘10s)
3. Macro shifts kill darlings (inflation, tech, demographics)
Where’s the Puck Going? 3 Contenders
1. AI Infrastructure (GPUs, data centers)
2. Climate Tech (carbon credits, fusion energy)
3. Emerging Markets 2.0 (India, SEA digital economies)
What to Do Today
- Keep BTC as hedge, but allocate 20-30% to nascent trends
- Study demographics (aging West → healthcare robotics?)
- Watch liquidity cycles (Fed pivots → small caps?)
Bottom Line:
“The next 10,000% asset won’t be Bitcoin. The question is: Will you see it coming?”
Agree?
Comment your pick for the 2020s’ top asset ↓