Why aren't alt coins performing this cycle?
The Gold/Dow ratio just broke monthly market structure for the first time since:
📉 The Tech Bubble
🛢️ The Energy Crisis
📉 The Great Depression
Let that sink in.
Every single time this has happened in the last 100 years, it’s marked the end of a cycle and the start of a new regime.
In 2000, it signaled the death of dotcom euphoria and the rise of hard assets.
In the 1970s, it warned of inflation and a commodity boom.
In the 1930s, it was a flight from paper to preservation.
And here we are again. Another structural shift… but the crowd is still screaming “buy the dip!” on equities like it’s 2021.
Rates aren’t going back to zero.
Debt is parabolic.
Inflation is sticky.
The old playbook doesn’t work anymore.
📀 Real assets.
⚡ Energy.
📈 Gold.
Preservation over speculation.
The pivot has already happened.
Goodnight, America.
