
Milk Road Macro: Dan Tapiero's Macro Outlook: Why Markets Will Rip Into 2026
Nov 25, 2025
Dan explains why this brutal Bitcoin pullback isn’t the start of a bear market… but the mid-cycle cleanup before an explosive run into 2026. He breaks down the real macro forces at play, why Powell’s policy errors are setting up a generational liquidity wave, and why Bitcoin’s fundamentals today are 10× stronger than in 2021, yet the market is still mispricing everything.