Video Description
In this interview, Benjamin Cowen explains why Bitcoin isn’t rallying with gold and the S&P 500, why the current cycle feels like 2019, and what macro headwinds could shape BTC through 2026. We discuss the four-year cycle, monetary policy, altcoins, and what may come next for Bitcoin.
00:00 Intro: Bear market, different top
00:30 Why BTC lags gold & S&P
00:54 2019 setup + low attention
04:13 Macro headwinds (top 3)
04:25 Unemployment signal
05:59 Rates vs 2Y yield
07:36 What BTC needs next
09:10 Four-year cycle debate
09:50 Cycle timing evidence
11:37 4-year cycle beyond BTC
13:00 “BTC leads liquidity”
14:10 “Better” bear market?
15:28 2026 rally → lower high
17:14 200W MA in 2026
18:05 2019 vs 2018 bear
20:21 No altseason: why
22:25 Altcoins: don’t baghold
23:29 2026 bottom...
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