Why didn’t Bitcoin, XRP, and Ethereum perform the way everyone expected this year? In this episode of Strategy Sunday, we break down why this crypto cycle confused even the biggest voices in the space—and why it may not have failed at all, just been delayed.

We explore the theory that COVID quietly stretched the traditional four-year crypto cycle into a five-year one, pushing the real expansion into 2025–2026. From government intervention and institutional money to market manipulation, liquidity timing, and shifting interest rates, this episode explains what really changed.

Beyond crypto, we zoom out into the bigger picture: asymmetric investing, why beating 9–11% annually can quietly change your life, and why crashes create the largest wealth transfers. We also dive into high-conviction themes shaping the future—deep-sea mining (TMC), nuclear energy, AI’s looming energy bottleneck, and the rise of quantum computing with companies like D-Wave and IonQ.

This is a long-term, big-picture conversation about cycles, psychology, missed opportunities, and why the next decade will be defined by the intersection of compute, energy, and data. Whether the market feels cold or euphoric, this episode is about staying strategic when everyone else is emotional.