2025-12-21 19:35:23

Goldman's latest outlook on 2026 markets is getting some attention. The thesis? A cyclical tailwind could extend the current cycle further than most expect.

Here's what's interesting: market cycles have shown structural patterns over decades, and when you map macro conditions against asset class performance, there's an argument for extended momentum. The question traders are asking now—especially those watching equities, commodities, and yes, crypto correlations—is whether these tailwinds hold or if we're pricing in too much optimism.

Goldman's framing with "some like it hot" suggests they see inflation and growth dynamics staying elevated, which historically creates specific trading conditions. For crypto markets, this matters because macro policy and risk appetite directly influence digital asset flows.

The real debate? Whether a prolonged cycle means higher volatility or smoother consolidation. Either way, 2026 is shaping up to be anything but boring from a macro perspective.

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DAOdreamer

· 2025-12-24 08:58

Goldman’s cycle theory is back again, and it’s basically just an excuse to justify continued high valuations. I don’t know if 2026 will be boring, but my wallet already feels pretty uncomfortable. "Some like it hot"... does that mean inflation keeps skyrocketing? Well, my stablecoins are also depreciating. The crypto market is really tied to macro policies; watching policy shifts is more important than analyzing charts. High volatility or steady consolidation, honestly, it all comes down to whether the Fed cuts interest rates or not. Goldman is quite right; whenever such theories emerge, it’s usually wise to think in the opposite direction. Long-term continuation? I just want to ask, who dares to hold heavy positions until 2026? Can this rally last until next year? Let’s stabilize first and then see. With such complex macro conditions, it’s better to trust your own trading system. Goldman is bullish, so I need to think about where a black swan might appear. What about tail risks? No one seems to mention that.

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GhostInTheChain

· 2025-12-23 09:11

Goldman is telling stories again, believe it or not, they believe it anyway. 26 years of market expansion? I’ll just see if I can hold on until then. Hot money is burning, in the end, it still has to be dumping. The encryption sector sways along with macro policies, who really knows? Whether volatility takes off or consolidates, it’s all a gamble.

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hodl_therapist

· 2025-12-21 20:05

I've heard this set of arguments from Goldman too many times, every time they say "it can still rise," and what happens? Let's wait for 2026 and see, those who believe this now are just new suckers. To put it bluntly, it's just betting that liquidity won't dry up, but as soon as policies shift, the truth will be revealed. Goldman is always looking for logic in the rearview mirror. Can this really hold until next year? Don't you have a sense of it? Once the macro winds change, any extension of cycles becomes worthless.

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PumpBeforeRug

· 2025-12-21 20:04

Ngl, Goldman Sachs' way of saying this sounds a bit too bullish... Can it really last that long? --- Wait, extended cycle but don't know when it will crash... Isn't this just a gambler's mentality? --- Crypto dances to the macro policies, we already knew that, the question is who can accurately predict it? --- "Some like it hot" is a good name, just don’t know if it will turn into "someone gets rekt" --- 2026, feels too far away, let’s just survive 2025 first. --- Prolonged cycle = opportunity or trap? It depends on when you enter a position... --- Goldman said this, and I’m a bit worried... Is this a Reverse Indicator?

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LostBetweenChains

· 2025-12-21 20:03

I've heard this trap from Goldman Sachs so many times, every time they say the market will continue, and what happens? Wait a minute, are we still going to speculate on this in 2026? Starting to worry about next year's issues already, I'm just baffled. "some like it hot"... it's just talking about point shaving, to be straightforward. How can the inflated optimism keep holding on? There has to be a pullback eventually, right? Macro stuff is becoming more and more like mysticism; looking at charts and intuition is sometimes about the same.

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CrashHotline

· 2025-12-21 19:53

Goldman Sachs is painting another picture, can we trust it this time? The fence-sitters are waiting to see the direction before entering a position. Will 2026 be a bull or a bear market? Who dares to say for sure... The relationship between the crypto market and the macro environment is indeed inseparable, but the risk appetite can change in an instant. "Someone likes it hot," this flowery description is quite something. Longer cycles = higher Fluctuation? How is this calculated... Anyway, it won't be boring, just depends on whether it's a pump or a dump.

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