💹Life's fortune depends on Kondratieff waves

According to mainstream Kondratieff cycle analysis, 2026 is currently at the tail end of the depression phase of the Fifth Kondratieff wave cycle (driven by information technology/internet), while simultaneously standing at the starting point or eve of the recovery/revival phase of the Sixth Kondratieff wave cycle (driven by AI + new energy + biotechnology and other core drivers). This is a typical window for old-to-new growth driver transition, also referred to by many as "darkness before dawn" or "critical node in cycle transition."

The predictions made by cycle researchers like Zhou Jingtao that 2025-2026 would mark the endpoint of the Fifth depression and the starting point of the Sixth recovery have been widely recognized and verified by markets and multiple institutions by 2026. Global economic characteristics manifest as:
① The dividends from old technologies (pure internet, mobile communications) are essentially exhausted
② Deleveraging continues, with slow recovery in employment and consumption
③ However, capital expenditures in new areas like AI computing infrastructure, new energy equipment, and robotics have clearly accelerated, with technology transitioning from laboratories to large-scale commercialization

🤌What should we do?

㊀Strategic mindset:
Accept the logic of "life's fortune depends on Kondratieff waves," and seize this transition period that occurs once every 50-60 years. Ordinary people actually have few truly major opportunity windows in their lifetime, and this one may be the last Kondratieff-scale systemic wealth redistribution opportunity for many people (especially those born in the 1980s and 1990s).

㊁Asset allocation principles:
① Significantly reduce exposure to assets at the tail end of the old cycle (such as traditional real estate, real estate in second and third-tier cities, pure consumption goods, overcapacity-related traditional manufacturing)
② Gradually and via fixed investment increase allocation to core directions of the new cycle (strict leverage control, avoid chasing peaks)
③ Retain certain cash/gold/USD assets to manage short-term volatility (the final stages of deleveraging may still have reversals)

㊂Personal level: Shift time and energy toward skills, careers, and startup directions related to AI, new energy, and biotechnology. The most profitable aspect during cycle transition periods is often not the assets themselves, but rather "people bound to new productive forces."

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