The four year cycle for Bitcoin is not dead.
Bitcoin topped when it always topped (to within 1 week when measure from low-to-high), so why can't it bottom near the end of the midterm year, just as it generally has? (1/x)
In almost a decade of trading, I don’t think there’s been a worse time to be taking risk than right now.
Something big is coming.
Here’s where we’re at:
• The Buffett Indicator is at record highs — higher than the dot-com bubble
• The Shiller P/E Ratio is sitting just under those same extremes
• IMF warning of market instability
• Geopolitical tension is escalating, but no one can give a clear answer on direction
• Insider trading investigations
• Oil is pushing higher → transport costs rise → supply chains slow → inflation pressure builds
• Costs rise → higher chance of inflation → lower chance of rate cuts
Even if everything resolved tomorrow, the effects would still be felt for months… if not years.
That matters.
Because it kills the narrative of easy money returning anytime soon.
And without that?
Liquidity becomes the problem.
Recently, the International Monetary Fund warned about potential instability tied to liquidity conditions.
You can already see it in the charts.
Since around August last year, something has changed.
It started in crypto.
Then it spread into traditional markets.
Now it’s everywhere.
Intraday FX trading has become unreliable.
-Timing is off.
-Liquidity pools are getting hit multiple times.
-Sessions aren’t behaving the way they used to.
It’s not random.
It’s hesitation.
Big money isn’t committing the same way.
Right now we’re sitting at pivotal levels across:
• Gold
• Oil
• DXY
• NASDAQ
And if there’s one thing I’m watching closely — it’s DXY.
A strong bounce there usually signals a flight to safety, and that bounce is looking likely.
If we get this, it signals panic.
When markets set up like this, people get emotional.
That’s where the opportunity is.
Not right now.
But when the market finally shows its hand.
Until then?
Patience.
Cash is a position.
The market can’t trade like this forever.
@Sykodelic_ Interesting, colleague, that you're extending your timeframe again. A two month ago, you were convinced and insisted that Bitcoin would reach a new ATH this year. Now, based on today's chart, it would be in Q1 2027.
You really need to make up your mind!
If an analyst keeps extending their timeframe, they must be right eventually, right!? LOL
That reminds me of a nice quote: "A bad craftsman complains about his tools." ;)
If everyone is supposedly bearish then:
Why do I get hundreds of comments saying "I can't wait for you to be wrong" on every video I post expressing a bearish view?
Why do dozens of influencers tweet about me weekly laughing and saying that BTC follows M2, ISM, etc. and that this is a 5 year cycle or supercycle?
Why is it that every time I join a twitter space, the collective response is for people to label me a doomer for having the audacity to suggest midterm years are not great for BTC?
It's easy to pretend like everyone is a bear, but one look at plenty of influencers on this app would show the opposite.
I see a lot of influencers who missed the top and faded the four year cycle now desperately want the market to bail them out.
I see influencers that shilled altcoins for 4 years because they thought alt season was coming and now they desperately are searching for any reason that the market won't go lower.
Social interest in crypto is still trending down. Monetary policy remains restrictive, and macro headwinds continue to exist for the first half of 2026.
BTC always forms lows in February of midterm years, then has countertrend rallies that lasted a few weeks, before the market then drops again.
No amount of mental gymnastics will change how the market cycles tend to work.
We can keep pretending that everyone is a bear, but one look at the comment section on any of my bearish tweets would prove otherwise.
That was meant sarcastically. Thats why I added "lol" at the end with the GIF.
Nevertheless, I didnt believe that gold would undergo such a rapid correction in this short of time.
Now we wait and see... stay calm... i am still not sure that ISM will rise exponentially.
And i dont think that Bitcoin has bottomed out yet.
Gold is correcting, but theres still no rotation to Bitcoin.
Today we see the relationship between gold and Bitcoin in favor of Bitcoin... but that doesnt necessarily mean anything... it remains to be seen how sustainable this is.
@EatTheRich_Off What is your main view on gold now, since we are now back in the demand zone? We broke out from the falling wedge, but interestingly there was no much volume, to keep going the move upwards and got rejected at close to $5242 resistance.
@Bitcoinsensus The price of gold is heavily influenced by macroeconomic and geopolitical news.
For this reason, I expect gold to reach a new all-time high this year, even if your cup and handle target on macro has been reached.
the sad part is that it really doesn't matter how strong the fundamentals are in a coin rn. onchain, cex coin, low cap, big cap....there just aren't any buyers. even if your coin is incredible tech w. everything else solid (team/unlocks/pmf/etc), there's no volume anywhere
No one cared about the ISM when it was dropping for years while BTC went up.
Now that BTC is going down and the ISM has gone up, it’s suddenly the indicator everyone cares about
When Rothschild said "Buy when there's blood in the streets" he didn't mean "buy every single -2% dip"
When Buffett said "Buy & hold" he didn't mean "baghold unprofitable shitcos"
When Druckenmiller said "Diversification is overrated" he didn't mean "full-port a meme stock"
LOL 😂
How many times people should buy the dips?! Dont follow these guys. This is how you get rekt.
The bear market will continue for several more months.
Sell in May, come back in October. That's what the big investors are thinking. You can expect a relief in March/April and on that to catch something for a trade. But thats all before continuing lower.
Summer will be boring as always. Save your money to be ready in Q4 2026.
For long-term investments, I would only invest in Bitcoin.
Altcoins only for short-term speculation, preferably low caps.
But never plan on investing in altcoins for the long term. It's all rubbish.
#Bitcoin $BTC #BTC #Crypto
LOL 😂
How many times people should buy the dips?! Dont follow these guys. This is how you get rekt.
The bear market will continue for several more months.
Sell in May, come back in October. That's what the big investors are thinking. You can expect a relief in March/April and on that to catch something for a trade. But thats all before continuing lower.
Summer will be boring as always. Save your money to be ready in Q4 2026.
For long-term investments, I would only invest in Bitcoin.
Altcoins only for short-term speculation, preferably low caps.
But never plan on investing in altcoins for the long term. It's all rubbish.
#Bitcoin $BTC #BTC #Crypto