2026-01-07 05:12:59

Bridgewater Fund's leader Ray Dalio recently released the 2025 annual summary, which includes a noteworthy prediction — the 2026 U.S. midterm elections could cause quite a stir. According to his logic, there are many uncertainties regarding the Republican seats in the Senate and House of Representatives. If the power dynamics shift, the current favorable policies might reverse.

What does this mean? Tax policies could tighten, regulatory measures may become stricter, and overall policy directions might be adjusted. The most immediate impact would be — corporate profit pressures will significantly increase. This will have ripple effects on the crypto market, tech stocks, and even the entire asset allocation strategy. Looking at the political cycle changes in 2026 at this point provides some reference for long-term investment planning.

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SwapWhisperer

· 01-09 21:28

Midterm elections have reversed, and the coins you are holding now might just drop. Ray, this guy, is thinking quite far ahead. --- Wait, if taxes tighten, tech stocks will also have to withstand pressure. This policy dividend window really isn't long. --- 2026 is still a ways off, so maybe it's a bit early to talk about this... but we definitely need to be cautious. --- Basically, it's about taking advantage of the current favorable conditions and quickly building a bottom position. Anyway, cycles are always turning. --- Cryptocurrency is most vulnerable to policy crackdowns. The past two years have been very relaxed, but if they tighten regulations... hey. --- Dalio's logic isn't wrong; it all depends on how Wall Street reacts. Those who locked in positions early have already made money. --- Another election and regulatory oversight—it's really the political cycle that determines where the money flows. --- Rising corporate profit pressures? That's a signal to buy the dip, a contrarian move.

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OnchainSniper

· 01-09 15:44

Well... it's really just the end of a two-year honeymoon period, and then we'll have to go back to the old way of mutual infighting. --- Ray, this guy is truly sharp. 2026 will be the real start of the big show. --- So now, those who are all in on tech and crypto should start thinking about exit plans? --- Once taxes tighten, how will those high-growth small coins survive... Forget it, better to hold Bitcoin and Ethereum. --- Political cycles influence asset allocation. This kind of thing really cuts into retail investors. --- Smart guys are all looking at 2026, 90% of retail investors are still watching tomorrow's trend haha.

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TokenTaxonomist

· 01-08 07:25

lol dalio's been saying this for months though... data suggests the midterm volatility is already priced in tbh. more concerned about whether crypto actually survives the regulatory gauntlet coming 2026, ngl. tax tightening? fine. but the real question is—will we even have asset classes left to allocate by then

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GasGasGasBro

· 01-07 05:42

Dalio, this guy still has some insights, but honestly, 2026 is too far away. The crypto world is full of uncertainties. Should we just get serious and start competing this year? --- Talking about political cycles again, but I always feel like something's missing. Who knows where BTC will be by 2026? --- Tax + regulation double whammy, squeezing corporate profits. This is really not friendly to on-chain ecosystems. --- Wait, is this logic overinterpreting? The recent rebound in the US stock market is mainly driven by AI hype. --- If the midterm elections go badly, there’s a real chance of a turnaround. Coinbase and other compliant projects might suffer again. --- I usually take Ray Dalio’s predictions with a grain of salt, but we must seriously consider policy risk. --- So now, should I run or hold the line? I really can't figure it out.

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BoredWatcher

· 01-07 05:42

Well... forget it, all the money earned now has to be spit out --- Dalio, that old guy, is starting to calculate political accounts again. If there's really a reversal in 2026, what should I do with these coins? --- Don't be funny, a policy reversal? Then I might be a bit early to buy the dip now --- Whenever regulation tightens, I know what will happen—more losses --- So, trading cryptocurrencies has to follow the political cycle. It's so annoying --- Wait, is this hinting that we should start reducing our positions now? --- When tax policies tighten, tech stocks also die, and crypto even more so --- Why is Dalio always so unpredictable... last time he was bullish, now he's like this again --- When the power structure changes, it's all over. I've been afraid of the chain reaction for a long time --- Should I trust him or not? The more I listen, the more confused I get --- I just want to ask, how long can I still make money before 2026?

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PumpStrategist

· 01-07 05:41

Well, Ray Dalio is starting to make macro predictions again. But honestly, the odds distribution for flipping the mid-term elections in 2026 is already quite clear. The key is whether we can catch the last wave of the dividend period now. Spot holdings should still be maintained, but stop-loss strategies are crucial. During this policy risk release cycle, overheated sentiment is the most dangerous. That said, the truly interesting levels should appear in Q2 next year. By then, market sentiment indicators will give very clear signals. It's fine for retail investors to go all-in now, but the risk is that it could turn into a scenario of ice and fire. Regulation will come sooner or later, so it's always better to be prepared early. Not everyone will live to see the harvest season at the end of 2026.

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MagicBean

· 01-07 05:23

Oh no, we're starting to worry about 2026 again... The old man's analysis is actually just warning us. Hmm... The crypto boom of the past two years might really be coming to an end. Wait, if strict regulation really comes, I need to recalculate my current holdings strategy. Honestly, the crypto world is now just riding on policy dividends. When policies reverse, the entire logic collapses. It's still early for 2026. Let's first squeeze the opportunities at hand, haha. Hey, do you believe this... It feels like every year someone warns about risks, but the market still soars. So, to buy the dip, you still have to do it now... Can political cycles really influence crypto prices? I just can't quite understand. It feels like Dalio is paving the way for the wealthy. As retail investors, we'll just watch.

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