Group 1 - VanEck's crypto thesis indicates a divided outlook for Bitcoin and the broader crypto market, suggesting a cautious near-term perspective for the next three to six months [1] - Bitcoin is currently trading near $92,000, reflecting a 1.8% increase on the day but a 1.9% decrease over the past week [2] - The traditional four-year Bitcoin cycle has broken down, with institutional participation and macro-driven flows becoming more significant than halving narratives [2][3] Group 2 - VanEck's internal debate shows differing views, with some analysts remaining constructive on the immediate cycle of Bitcoin [3] - The firm expresses a clearer positive stance on traditional risk assets, attributing this to clarity around fiscal policy and major investment themes [4] - AI-related stocks are viewed as more attractive following a recent correction, indicating a favorable investment environment [4] Group 3 - Gold is seen as re-emerging as a leading global currency, driven by central bank demand, despite being somewhat technically extended [5] - Current gold prices are around $4,615, near its all-time high, with an 82% chance predicted for gold to hit $5,000 before Ethereum [6] - Gold is characterized as a portfolio stabilizer, with dynamic exposure management likely favoring returns [6]

LATEST: ⚡️ Bitcoin's four-year cycle remains intact but is now driven by politics and liquidity rather than halving events, with historical market peaks aligning more closely with US election cycles, according to 10x Research head Markus Thielen. https://t.co/sBukClkeFL ...

Market Trends - Bernstein analysts indicate Bitcoin's four-year cycle is over, suggesting an extended bull cycle [1] - Sustained institutional buying is counteracting retail panic-selling in the Bitcoin market [1]

⚡️ INSIGHT: Does this week's crypto market carnage mean that Bitcoin's four-year cycle is over?We asked some of the best known analysts what they think. Bitcoin analysts are divided over whether the four-year cycle is in play or not as the price plunges.Trade Secrets via Cointelegraph Magazine ...

LATEST: 📊 Crypto is in the "fall" season of Bitcoin's four-year cycle, according to Morgan Stanley strategists, who describe it as a period when institutional investors evaluate their position strategies ahead of potential market shifts. https://t.co/nYjiUmaHxc ...

Market Trends & Predictions - Crypto entrepreneur Arthur Hayes predicts Bitcoin's four-year cycle is over [1] - Increased money supply will benefit digital assets [1]

Market Trends - Arthur Hayes believes Bitcoin's four-year cycle may break due to new liquidity from the Fed and China [1] Sentiment Analysis - Cointelegraph reports a bullish sentiment regarding Bitcoin [1]

🔥 BULLISH: Arthur Hayes says Bitcoin’s four-year cycle may break as new liquidity waves rise from the Fed and China. https://t.co/wZJXpQfG4W ...