How did traditional markets hold up through all the turbulence in 2025? Stocks, bonds, and commodities faced their share of headwinds, yet many proved surprisingly resilient. The real question: can this momentum carry into 2026?

Two market watchers recently went head-to-head on exactly this. They tackled the thorniest issues—where inflation goes next, how AI continues reshaping asset valuations, and whether the buy-the-dip mentality can survive if conditions shift.

Their take? The macro backdrop remains fluid. Some sectors weathered 2025 beautifully while others stumbled. The buy-the-dip crowd has been rewarded often enough that conviction runs deep, but complacency could flip fast if data deteriorates.

For anyone tracking how traditional finance cycles might ripple into crypto, it's worth paying attention. The same macro forces moving stocks and bonds don't ignore digital assets—they flow through them too.