The Final Curtain

Prospects For Crypto and Risk Assets in 2026 (Asset Allocation Part 6)

While near-term cooling in CPI inflation and a peak in the Global Liquidity cycle may tempt some to dismiss inflation risks, government deficit monetization remains a persistent tailwind for monetary inflation hedges. In an era of embedded monetary inflation, tangible hedges like gold and crypto become essential portfolio anchors. The likely liquidity downswing in 2026 may present a challenging environment for risk assets, but strategic accumulation of inflation-resistant investments on weakness should be ultimately rewarding.