Everyone is going to get this crypto cycle wrong, including myself. Yeah, that's right. I'm admitting it.Everyone is going to get this cycle wrong because this is for the first time in crypto history. This is the first time that everything has completely changed. In previous cycles, it was very easy to predict the top and also the bottom because we were going off of a timeframebased cycle top and bottom, which was the four-year cycle.Today, we know that that four-year cycle is basically dead. A lot of peopl ...

Core Viewpoint - BitMine Holdings (BMNR) is facing significant pressure on its stock price due to ongoing selling in crypto-linked equities, with a decline of nearly 25% over five days and more than 33% over one month, currently trading around $22.35 [1] Group 1: Financial Performance - BitMine has reported heavy unrealized losses on its Ethereum treasury, with an investment of approximately $14.95 billion in ETH holdings, which has decreased in market value to around $8.53 billion, resulting in paper losses exceeding $6.4 billion [2] - Ethereum is trading near $2,200, significantly below BitMine's average acquisition cost of roughly $3,800, indicating substantial losses on the company's treasury [3] Group 2: Market Reactions - The large unrealized losses have raised concerns among market observers, who argue that this could limit future upside and pressure shareholder returns, with warnings that accumulated ETH might eventually act as a selling supply [4] - Despite Chairman Tom Lee's defense of the strategy, stating that drawdowns are "a feature, not a bug," and that BitMine is designed to accumulate through downturns, the stock has not attracted sustained buying interest [5] Group 3: Investor Behavior - Market participation data indicates that investors began exiting before the public debate intensified, as shown by the On-Balance Volume (OBV) which tracks cumulative buying and selling pressure [6] - From early December to late January, OBV was forming higher lows, signaling steady accumulation, but it broke below its rising trend line between January 28 and 29, suggesting that retail and short-term traders started distributing shares [7] - Following the weakening of OBV, institutional-style capital also began to exit, indicating a broader trend of retail buyers leaving the market [9]

I I'm with James. I think the four-year cycle is over. Um I think the four-ear cycle was kind of driven by the having when when the rewards were bigger.Now the rewards are so small compared to the EBIT IBIT buying and all the other. I just don't think the four-year cycle matters. I think there will be cycles just driven like there are cycles in every market just driven by fear and greed and people will get levered up and get way too far out over their skis and then you know of course things will correct.And ...

RT Milk Road (@MilkRoad)Why You Only Have Until 2030 to Build Wealth w/ @RealVision Founder @RaoulGMIGold is moving.Crypto isn’t.Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up.Tune in to know more⏱ TIME POINTS ⏱00:00 – Intro00:52 – Why the 2026 Crypto Cycle Is Different03:50 – Global Liquidity: The Real Driver of Crypto09:08 – Raoul Pal x Milk Road PRO Offer09:22 – The Damage From the Biggest Crypto Liquidation12:29 – When Retail Comes B ...

This crypto cycle should have been the biggest one ever. Large cap cryptos like BTC, ETH, and XRP hit new all-time highs, and narratives like tokenization took off. Regulation was better than ever, and investors now have easy access to crypto through spot ETFs.But despite everything seemingly going right for the industry, it looks like the buyers never showed up in size. So today, we're holding up a mirror to crypto, asking why the hypes felt so muted and tackling the question on everyone's mind. Where are ...

RT The Block Podcasts (@TheBlockPods)Anthony Scaramucci on tokenizing Wall Street and why it's '1998 for Crypto'@imyoungsparks and @stvngts were joined by guest co-host and @AvaLabs President @John1wu and special guest Anthony @Scaramucci in the second episode of Layer One. The group discussed:-Where we are in the crypto cycle-Building bipartisan support for crypto-The Clarity Act and it's potential impact-How Avalanche is positioning itself for Institutional adoptionand much more!OUTLINE00:00 - Introductio ...

RT Marius | Kamino (@y2kappa)These recent events feel like end of cycle things, at least end of this current mini crypto cycle. Really sad to see them happening, but not at all surprising.You didn’t need to be a visionary genius to have seen them coming, just needed a long enough memory span.We have remained disciplined with our risk management, been hardening our configs, caps, LTVs, oracles, infrastructure, due diligence, asset isolation.We knew that late cycle is especially ugly, just sucks that we’re he ...

https://t.co/qhAuw9P0EYRedacted (@__w4t3r__):@blknoiz06 Thoughts on the 4 year crypto cycle actually being correlated to the business cycle which is looking like a 5 year cycle leading into 2026 this time around? ...

Market Analysis & Trends - The market is experiencing a bounce off lows, but these are not necessarily true gains, and it's uncertain if the upward trend will last [1] - The crypto market may not be following a traditional 4-year cycle, but rather a macro-based cycle influenced by liquidity [3][4] - Market shakeouts are occurring, leading to liquidations of millions of traders and creating frustration due to a lack of sustained positive gains [8][10][11] - Market tops do not form during periods of frustration and negativity, but rather during euphoria [13] - The Fear and Greed Index indicates market participants are still undecided on whether to be bullish or bearish [14] Technical Analysis & Predictions - Bitcoin needs to break previous highs to confirm a bullish structure, with targets around $117,000 to $120,000 [19][20] - Ethereum needs a daily candle close above $4,000 to clear major resistance, with targets around $4,200 to $4,300 [22][23][24] - XRP shows a potential inverse head and shoulders pattern, suggesting a possible breakout to the upside [25] - Gold's performance may foreshadow Bitcoin's movements, with Bitcoin typically lagging behind gold [32][35] - The analyst believes the major bull run for Bitcoin is about to begin, potentially leading to an altcoin season [40][41] Investment Strategy & Outlook - The analyst suggests patience and avoiding impulsive actions, emphasizing a step-by-step approach [47][48] - Factors such as gold's potential top and the possibility of a China deal could lead to a Bitcoin breakout [46][48]

LIVE NOW -- Why This Crypto Cycle is Over | Michael Nadeau's DeFi Report #7Is the crypto cycle already over, or is this just a reset before one last push? @JustDeauIt from @the_defi_report joins @RyanSAdams to break down why he went 70% cash ahead of the flash crash, what late-cycle data he’s watching, and the signals that would flip him back risk on. We dig into Bitcoin’s 50-week moving average, ETH’s $8–10K scenarios, slowing ETF flows, rising leverage, and whether global liquidity and AI could still driv ...