i am bullish on the future of cryptocurrency for the longest time i couldn't square my two thoughts that crypto would squeeze and dollar would massively pullback, with thinking the AI bubble was on the verge of popping instead now i see that its just getting started and has been going through mini boom-bust cycles the whole way think the initial hyperscaler - super micro. they were all the rage for 2024 and early 2025. then that changed to semis. then ram. what's next? the main thing that can actually rip AI higher, are applications that don't suck. claude code is neat, but so far that's pretty much all AI has shown its capable of. its been creeping into customer service and that is a massive section of the American consumer economy, all it takes is one killer app. then robotics seems to be the next step. its telling that Anthropic's announcement for Fable 5.2 included testing of robotics features as much as i despise elon, his prophecy of thousands of humanoid robots by the end of the decade will probably come true everyone knows its circular financing. everyone knows the CDS are blowing out. there's a liquidity crisis. i think these weeks will be viewed similarly to the 2020 COVID crash, and what comes next will be comparable to 2021 after all, history says this bull market has another year left