THE 4-YEAR CYCLE WAS A LIE!
THE REAL BULL MARKET ONLY STARTS NOW!
Even though the Bitcoin top happened exactly at the end of the “4-year cycle”, the data shows it was a lie and that there was another driver that coincidentally lined up at exactly the same time!
The uncomfortable truth in the data is that the halving didn’t drive the last 3 bull markets.
It only lined up perfectly with the real driver: global liquidity expansion.
See the chart below.
2013: Fed QE
2017: ECB, BOJ & China pumping
2020: The biggest QE in history
Bitcoin followed liquidity, not the halving clock.
Every time there was a global liquidity surge, the economy expanded, and this flowed into crypto!
The one metric that exposes this clearly: PMI.
PMI < 50 = contraction
PMI > 50 = recovery
PMI > 55 = Bitcoin liftoff
PMI > 60 = altcoin mania
That sequence matched every bull market.
The reason this cycle was so disappointing is that this cycle broke the pattern.
The halving happened…
Liquidity didn’t.
PMI never recovered.
The Fed was still draining money through QT.
That’s why 2025 was messy; the liquidity cycle never started.
But, this is all changing!
QT ended
Rates going down
Liquidity turning
PMI bottoming
Institutions flowing in via ETFs + DATS
And historically, we’ve never entered a bear market while liquidity is expanding.
So maybe the 4-year cycle didn’t “break.”
Maybe it never existed to begin with; it just happened to overlap with the liquidity cycle.
And maybe the real bull market starts now!
Strategy has acquired 8,178 BTC for ~$835.6 million at ~$102,171 per bitcoin and has achieved BTC Yield of 27.8% YTD 2025. As of 11/16/2025, we hodl 649,870 $BTC acquired for ~$48.37 billion at ~$74,433 per bitcoin. $MSTR $STRC $STRD $STRE $STRF $STRK https://t.co/HI1TeYOvQ9
$QQQ you know by now that the market is not at the start of a Bull Run, this realisation is finally hitting home for many
But we do not have a breakdown of the market just yet, there is a battle at the 50 Day MA which has been a common sight for the last 5 years
After every Wave 5 there is an ABC correction
If the market gives us one more rally, you take advantage of this exit pump to prepare for what's next.
We are ready now for it.
TLI you said there would be a seasonal weakness
TLI you said there would be a market rally into year end
TLI you said $ETH to $6000
TLI you said 2026 will bring a market correction
Yes all correct
Look at the volume on $Brett
You think it’s a coincidence this volume you see coming in?
At the bottom.
As Base airdrop is coming and JPM estimated the value of it to be 34B
See you at all time highs