Ansem suggests being long into the second half of 2026, anticipating significant macro tailwinds from underpriced Fed rate cuts, balance sheet expansion, and potential fiscal bills. However, he believes Bitcoin, Ethereum, and Solana may not be the fastest-growing risk assets during this period. The current market is experiencing short-term churn as the "4-year cycle top" thesis plays out, creating a unique opportunity for a "great long in due time."