August Wright

[The ₿itcoin Therapist @TheBTCTherapist]

NEW: CZ says that he doesn’t trade crypto, he only holds $BTC and $BNB and he believes in 2026 the 4 year cycle will break and we will have a Bitcoin supercycle 🤯

[Kyle Chassé 🐸 @Kylechasse]

Bitcoin dipped, so you stopped watching the printer. Big mistake.

This is the most dangerous divergence in markets: Price is down, but Liquidity is vertical.

While everyone was panic-selling the slip, the US Treasury and Fed quietly poured ~$130 Billion of fresh fuel into the system.

Here is the rule: Liquidity leads Price. It’s not instant. There is a lag. The plumbing floods first, then the assets re-price.

A red candle on a green liquidity chart isn't a "crash." It’s a mispricing.

The printer is screaming "UP." The chart is whispering "down." I know which one I trust.

[Ran Neuner @cryptomanran]

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!

[ThuanCapital @ThuanCapital]

Tuần trước thì hàng loạt lệnh long bị quét sạch, kéo theo một đống FUD nào là Tether gặp biến, MicroStrategy sắp toang, rồi lãi suất Nhật Bản sẽ đè bẹp cả thị trường… khiến BTC điều chỉnh mạnh.

Tuần này thì BTC lại hồi phục ngay sau loạt tin tốt như Vanguard mở giao dịch Crypto ETF, Bank of America khuyến nghị phân bổ vào Bitcoin, Charles Schwab chuẩn bị ra mắt giao dịch crypto và hàng loạt ETF crypto mới bắt đầu giao dịch...

Trùng hợp là có thật…

[Charting Guy @ChartingGuy]

agreed

cycle has definitely shifted and it is clear

2025 was a BEAR year, not a bull year for majority of the crypto market

alts had MAJOR tops December 2024

1 year from that marks the exact area i’m looking for a major pivot..

all combined with how BTC.D looks and the overall consensus now that it’s apparently “100% over and 2026 will be even worse cause of the 4 year cycle”

imo the first half of 2026 will surprise the majority

[Ash Crypto @AshCrypto]

Something weird is happening in the market right now which I have never seen before in history of crypto.

Bitcoin dropped sharply from $110K to $90K in just 14 days, but at the same time, BTC dominance fell by 4%.

In simple words:

The Others/BTC pairs (altcoins against BTC) have fully recovered from the October 10 crash.

This tells us one thing very clearly:
Non-ones panic-selling altcoins right now .

The entire move looks dominated by top-level players operating mainly in the Top 10 coins, especially $BTC, driven by cartel-level rotations.

This could be a major internal switching of hands among large players, a mix of distribution + strategic accumulation before the next phase.

The only hope that stands out right now is that BTC dominance is falling and altcoins are holding strong.

Like and share it so others can read it as well.

[Quinten @QuintenFrancois]

It was never the halving that created the 4y cycle

It was always the business and liquidity cycle that coincidentally happened at the exact same time

Except this time, the business/liquidity cycle hasn’t even started yet

[Hunter Horsley @HHorsley]

Here's what I see happening on 4 year cycles —

Common view: people believe in 4 year cycles, and that 2026 will thus be a down year for BTC.

First order effect: people thus sell in 2025 to avoid the down market year.

Second order effect: the 2025 sellers cause 2025 to be a down year, thus breaking the 4 year cycles.

Third order effect: 2026 is open season. 4 year cycles broken.

(BTC is current at +2.5% YTD 2025)

[𝙲𝚘𝚕𝚒𝚗 𝚃𝚊𝚕𝚔𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 @ColinTCrypto]

Putting this Bitcoin drop in perspective.

-24.5%

It isn't worse than the last 2 prior drops of -31.8% and -28.4%.

Right on par, actually.

Expecting big bounce, soon.

[Mark Moss @1MarkMoss]

Bitcoin holders dumping because of a 4-yr cycle meme, but missing the fundamentals:

- $150-200B TGA drawdown post-shutdown ends QT, boosts liquidity.

- Fed cuts to 2.75% by 2026 as Powell exits, and closer to 1% before Trump leaves office.

- GENIUS/CLARITY Acts bring regulatory clarity, more institutional demand.

Are you trading price or buying value?

[Ted @TedPillows]

$BTC reversal from the tariff's crash is mimicking the March 2020 timeline.

I know a lot of people are calling for a cycle top, but I feel the 4-year cycle might be over now.

[Ash Crypto @AshCrypto]

So we are witnessing the phase 2 where everyone believes Pump October is cancelled and Top is in. I have even seen people calling for a BTC crash to $80k.

This is exactly how cartels want everyone to think. After a crash like Friday, the market always comes down one more time to liquidate all those people who longed for the crash, so that’s why we saw $1.2 billion liquidations in the last 24 hrs.

- All the current negative arguments are actually bullish.

Banking crisis = bullish for Bitcoin + FED might start QE sooner.

China-US trade war - already happened and next will be a bullish post from Trump saying “US-China agreed to a deal. ”

Weakness in job data - bullish for rate cuts.

- The bullish elements:

Leverage flush + crypto reset done.
2 more rate cuts in 2025.
FED about to end QT.
Q4 is historically the most bullish season.
Gold topping (money rotation to $BTC.
More wars ending.

So if you ignore the FUD and all those negative posts, you will realize that everything is actually giga bullish.

So now you decide, do you want to be patient or want to panic sell before the biggest bull run ever in history?

Me? I’m NOT F**KING LEAVING!!!

I can’t fcking leave, Coz I’m already all in

[August Wright @LucasLong14]

@real_stevele @TeamYouTube @YouTubeCreators Mong anh Steve sớm lấy lại quyền kiểm soát tài khoản.

[Ted @TedPillows]

This is still in play.

[Lark Davis @LarkDavis]

January: "It's 2025, I'll finally be rich this year."

Crypto bro in September:

[August Wright @LucasLong14]

@MoneyMaker_BTC Ad ơi. Hồi đó có 1 kênh Crypto Baby Boss gì gì đó. Nay mình tìm ko thấy. Nhớ ad có comment 1 bài post. Ad tag lại giúp mình với.

[August Wright @LucasLong14]

@Gemhunter88 Bạn làm MC của kênh Youtube Tài Chính Kinh Doanh hả?