Description
Bitcoin is grinding higher from the $80K lows, sitting ~25% below its $126K all-time high as some of the sharpest minds in macro argue the four-year Bitcoin cycle is finally breaking. This episode digs into why 2025 looks nothing like 2013, 2017, or 2021: ETF flows, institutional demand, Harvard’s 4x allocation, RSI signals, ISM PMI, and Jordy Visser’s volatility chart all point to a new regime where global liquidity, not the halving calendar, drives Bitcoin. We break down insights from Swan’s John Haar and Cory Klippsten, Cathie Wood, Bernstein, and Jordy Visser to show why a calmer, institution-driven market could still deliver a fresh Bitcoin all-time high in 2026. If you care about Bitcoin, inflation, capital flows, macro cycles, and the death of the four-year narrative, this is your playbook.
https://www.youtube.com/watch?v=PUb_6OBxDls
https://www.youtube.com/watch?v=ykPI0tjH5Xs
Timestamps
00:00:00 - The Myth of the 4-Year Cycle: Is It Over?
00:02:31 - Macro Trends Shaping Bitcoin's Future
00:05:39 - Institutional Buying: A Game Changer for Bitcoin
00:08:17 - Volatility Decline: The End of Wild Price Swings?
00:10:02 - Harvard's Bold Bitcoin Move: A Sign of Trust?
00:12:00 - Breaking the Cycle: A New Era for Bitcoin?
00:13:27 - Liquidity and Access: The Future of Bitcoin Trading
00:16:02 - On-Chain Liveliness: A Generational Shift
00:17:15 - The Death of the 4-Year Cycle: What’s Next for Bitcoin?
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