
In a missive of considerable length, titled with no small degree of drama, “2026: The Year of the Fed’s Regime Change,” Mr. Krüger boldly asserts that “the Federal Reserve, as we have known it, shall expire in 2026.” He posits that the paramount driver of asset returns shall be a new, exceedingly dovish Fed, helmed by none other than Mr. Kevin Hassett. This shift, he avers, shall prove a pivotal force for risk assets at large, and Bitcoin in particular, in the year 2026-though the crypto markets, in their present state, trade as if no fundamental alteration were afoot. 🦢