The narrative around 2026 US economy is getting interesting. While many analysts remain cautious about persistent headwinds, there's a growing camp that sees potential for unexpected positive surprises in growth, inflation dynamics, or policy shifts.

Here's what matters for traders: when macro cycles turn, capital rotation patterns shift dramatically. The small-cap segment has historically underperformed during periods of uncertainty and high rates. But if 2026 brings economic stabilization or dovish policy adjustments, we could see a powerful shift in risk appetite toward smaller positions that offer higher growth potential.

Crypto markets track these macro rotations closely. If traditional small-cap equities start outperforming large caps, it often signals renewed appetite for higher-risk, higher-reward assets across the board. Not financial advice—just connecting the dots between macro regime change and asset class performance.