@vuonglong
Bitcoin 2026: Is the traditional 4-year cycle dead?
1/ The market is split between two opposing views on $BTC
heading into 2026. One side bets on history repeating, while the other believes in the "Institutional Era."
2/ The Traditional Cycle Theory: Jurrien Timmer (Fidelity) suggests the October 2025 peak (~$126k) completed the cycle. If history follows suit, 2026 will be a consolidation/correction year with support levels around $65k - $75k.
3/ The "Cycle-Break" Theory: Bitwise & Grayscale argue that ETF inflows have fundamentally changed the game. BTC is moving away from extreme volatility towards a sustainable growth model similar to Gold. Target: New ATHs as early as H1 2026.
4/ Key Milestones to Watch:
⢠March 2026: The 20 millionth Bitcoin is projected to be mined, intensifying programmatic scarcity.
⢠Regulatory clarity (Digital Asset Market Clarity Act) could be the ultimate catalyst for pension funds to enter the space.
5/ Conclusion: Patience is key. š