💹Life's wealth follows economic cycles (Kondratieff waves)

According to mainstream Kondratieff cycle analysis, 2026 is currently at the end of the depression phase of the fifth Kondratieff cycle (driven by information technology/Internet), while simultaneously marking the beginning or eve of the recovery/revival phase of the sixth Kondratieff cycle (driven by AI + new energy + biotechnology and others). This represents a typical new and old growth driver transition window, often referred to by many as "darkness before dawn" or "critical cycle transition node."

Zhou Jintao and other cycle researchers' earlier projections that 2025-2026 would be the end of the fifth round of depression and the starting point of the sixth round of recovery have been widely recognized and verified by markets and multiple institutions by 2026. Global economic characteristics manifest as:
① Old technology dividends (pure Internet, mobile communications) essentially exhausted
② Debt deleveraging still ongoing, employment and consumption recovery slow
③ But capital expenditures in new sectors like AI computing infrastructure, new energy equipment, and robotics have already accelerated noticeably, with technology transitioning from laboratories to large-scale commercialization

🤌What should we do?

㊀Strategic mindset:
Accept the logic of "life's wealth follows Kondratieff waves" and seize this once-in-50-60-year transition period. Ordinary people don't actually have many truly significant wealth opportunity windows in their lifetime. This one may be the last cycle-level systematic wealth reset opportunity for many people (especially those born in the 80s and 90s).

㊁Asset allocation principles:
① Significantly reduce exposure to assets in the tail end of the old cycle (such as traditional real estate, second and third-tier city properties, pure consumer goods, traditional manufacturing overcapacity-related)
② Gradually and systematically increase allocation toward core new cycle directions through fixed investments (strictly control leverage, avoid chasing rallies)
③ Retain certain cash/gold/USD assets to respond to short-term volatility (debt deleveraging endgame may still experience fluctuations)

㊂Personal level: Redirect time and energy toward skills, careers, and entrepreneurial directions related to AI, new energy, and biotechnology. The most profitable during cycle transitions is often not the assets themselves, but "people bound to new productive forces."

Summary: 2026 is not "already prosperous," but rather "the time to strategically position for the new cycle." #加密行情震荡