Jesse updates his altseason model after key macro shifts, pointing to a longer 5-year crypto cycle with peak gains pushed into 2026.
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The Fed now appears unlikely to cut rates in 2025, while the Treasury’s liquidity drain and rising dollar pressure risk assets
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Massive catalysts are stacking for 2026: tax cuts, potential $600 stimulus checks, and a dovish Fed under a likely second Trump term
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Altcoin ETFs for Solana, XRP, Dogecoin, and others are expected in late 2025, bringing mainstream exposure and media attention
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A major bank rule change (ESLR) could free up over $1 trillion in lending capacity, unlocking credit and global liquidity
The video ends on a confident note, predicting a delayed but explosive altseason starting late 2025 and peaking during a 2026 macro melt-up.