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Seeing talk of a Bitcoin “Saylor Super Cycle” - essentially an Institutional Super Cycle, so here’s an idea I’ve floated before on how that could unfold.
It’s just a theory. Way too many variables to call it more than that.
But as we get favorable US regulations, ETF flows, IPOs, corporate treasury adoption, growing sovereign interest, and a dovish, administration aligned Fed chair, layered on top of 16 years of boom/bust dynamics — then all the ingredients are there for a final, "All-In", Dot-Com style Bitcoin/crypto blowoff.
In this scenario, the current 4-year cycle runs deeper than usual, gets interrupted by a shorter bear, then sets the stage for a final euphoric rally later in the presidential term. That would lead into a left-translated cycle and, potentially, the first real secular crypto bear ('27–'30).
Just a theory. But thinking we’ve somehow evolved past long bear markets is naive.
$ETH is an obvious play right now and all the narratives will continue to build around it as positive sentiment grows. Also, slightly later Cycle stage vibes.
Confidence and momentum have returned. The Bitcoin weekly cycle is on only week 5 (of 24 avg). If it can clear the ATH hurdle, likely not to look back for a couple of months.
Feels like this bullish sentiment shift (in crypto) has a broader appeal (Alt’s, nft, meme, DeFi,etc) than any prior move this cycle. Obviously far too early to know if it can stick.