The author maintains an extremely bullish long-term outlook on risk assets, the Nasdaq, and crypto, suggesting a "buy the dip" strategy for the next several years. Despite rising 10y yields, the author cites AI as a primary driver for a parallel shift in productivity similar to the post-dotcom era. While crypto has lagged over the last 12 months, the sentiment remains positive due to improving regulation and the emergence of "useful" AI coin use cases.