There's cautious optimism brewing about the U.S. economy entering a higher productivity phase. The signals look promising—efficiency gains, tech adoption, improved output metrics. But here's the catch: calling it a sustained trend? That's jumping the gun.

The narrative matters for markets. If productivity really ticks up, it could reshape everything from inflation expectations to asset valuations across different cycles. Crypto markets aren't immune to these macro currents either.

The consensus seems to be: stay watchful, don't get ahead of yourself. More data points needed before we can confidently say this is the new normal. It's the classic "too early to call" situation—promising signs, but proof is in the pudding.