Just looked into this George Tritch economic cycle chart that's been making rounds on crypto Twitter, and honestly it's pretty interesting how it maps onto what we're seeing in markets right now. The basic framework splits economic movements into three distinct phases: panic crashes, boom periods, and downturns. Pretty straightforward stuff, but the timing is what gets wild.



So here's the thing about George Tritch's model - it's basically saying panic years are when fear takes over and everything gets shaken out (think 1927, 2019, that kind of bloodbath). Then you get your boom phases where assets are flying and sentiment is euphoric. The difficult phases are your buying opportunities when prices crater and nobody wants to touch anything.

The reason everyone's talking about this now is because we're apparently sitting in what the chart calls a boom phase right now in 2026. According to the George Tritch framework, this is supposed to be the peak - the point where you're supposed to actually take profits and rotate out of positions you accumulated during the crash years. If you bought heavily in 2023 when everything was getting demolished, you're supposed to be selling into this strength.

What makes it even more layered is the Kondratieff cycle intersection happening around this period. We're supposedly transitioning from the internet/tech cycle into the AI and new energy mega-cycle. So the George Tritch model isn't just saying sell everything - it's saying rotate strategically. Dump old economy plays, lock in gains from the previous cycle, then redeploy into AI infrastructure, energy transition, and compute power where the next wave is actually building.

The chart logic is pretty clean if you think about it: accumulated assets during crisis → realize gains at peaks → reposition for the next structural shift. Whether it actually plays out this way is another question, but it's a framework worth keeping in mind for portfolio decisions over the next few years.
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