4 Year Bitcoin Cycle OVER?! The Truth About The 2025 Bull Run!

Market Cycle Analysis - The traditional 4-year Bitcoin cycle may be evolving due to new market dynamics [2][11] - Institutional investors and corporate treasuries are major drivers of Bitcoin demand, differing from past cycles dominated by retail traders [12][13] - Regulatory landscape is becoming more favorable for crypto, with clearer guidelines and support from government entities [22][23] Key Market Participants - US spot Bitcoin ETFs hold approximately $135 billion in BTC [13] - BlackRock's iShares Bitcoin Trust holds about 692,000 BTC, representing 33% of the total Bitcoin supply [14] - MicroStrategy holds 592,345 BTC, valued at around $64 billion [14] - Publicly traded companies collectively hold just under 4% of the Bitcoin supply, worth around $89 billion [15] - US Treasury has established a strategic Bitcoin reserve, initially estimated at 104,000 BTC [31][39] Altcoin Market Trends - Memecoins have become a significant part of altcoin trading, with a large percentage of DEX volume coming from memecoin pairs [20][34] - Real-world asset (RWA) tokenization is growing, with public blockchains hosting approximately $24 billion in tokenized assets [46] - Tokenized treasury sector has grown 545% since the start of 2024, outpacing other RWA verticals [48] Future Outlook - Total crypto market cap could reach $5 trillion, a 55% expansion from current levels [54] - JP Morgan analysts predict Bitcoin reaching $150,000 this year, while Standard Chartered forecasts $200,000 [55]