2026 is shaping up to be quite the turning point. Here's what the picture looks like: the first half plays out painfully slow, with most players parking everything in cash just trying to protect what they've got. That defensive positioning holds water through the summer months. Then September hits—specifically September 1st—and that's when things flip. A sustained bull run kicks in, sending Bitcoin and other major assets soaring 2-3x from there. Wild swings ahead if this thesis pans out.