Is a new wave of economic stimulus on the horizon? Some heavyweight investors are betting big on it. Cathie Wood's latest take suggests we might be entering something reminiscent of the Reaganomics era—except this time, it's unfolding in today's markets.

The bull case is straightforward: if policymakers lean into pro-growth economics, asset classes from crypto to traditional equities could see significant tailwinds. Think deregulation, tax cuts, and strategic spending that favors innovation sectors. That's the playbook some strategists believe could reshape market dynamics.

But here's what makes this interesting for traders: the implications ripple across everything. When growth-friendly policies kick in, capital typically flows toward risk assets—and crypto has proven it can ride those waves hard. The narrative around a "bull market ahead" isn't just theory; it's about positioning before the consensus catches up.

Of course, macro forecasts are always probabilistic. Yet when heavyweight allocators like Wood start connecting these dots publicly, it tends to shift how institutions think about positioning. Whether this Reaganomics parallel holds or not, the conversation itself is reshaping expectations.