Bad news: Bitcoin seems to have repeated 4 year cycle and not broken it.
Good news: Altcoins are currently breaking their 4 year cycle right now (to the DOWNSIDE).
If Bitcoin has to repeat another 4 year cycle to destroy the altcoins' cycles then so be it.
$1 trillion of alts that can flow into BTC.
$ADA and many other such projects (Like AVAX, DOT like prior cycle coins) are finally in terminal death decline phases.
Taking out their prior 4yr cycle lows = ๐
If Bitcoin thesis is false then it is going to fall by 99% in USD - and stay.
If Bitcoin thesis is correct then everything else is going to fall by 99% in BTC - and stay.
The fact Bitcoin hasn't yet died should make people nervous, but they don't understand the game theory.
My 2026 views/updates:
Base case is that Bitcoin is boring for the rest of 2026. If we grind sideways/lower into power law support that makes for massive bullish upcoming years buy of the decade. If we break 4 year cycle and the low is in then massive bullish as well. Boring but probably excellent long term.
Bear markets are for building aggressively... So excited to have so many things in the rest of the year:
โ I'm getting married (praise God)
โ 4 year Bitcoin film project finally released
โ 2 year Bitcoin non-profit for pastors finally launching
โ moving (after wedding)
โ 2 year Bitcoin/currency short series finishing
โ been in best shape of my life
It's really hard in a bear market being down so much (in USD only) but the BTC-denominated efforts are so much higher than in a bull market. Few understand.
Very grateful... I'm so excited to see so many long-time projects and prayers come to fruition over the 2nd half of 2026 and see them compound into coming years.
Encouragement to all is to keep going.
"An excellent wife who can find? She is far more precious than jewels." Proverbs 31:10
I have less in common with my near future than my past.
Thank you God for answers to prayers.
@pastorcoin Getting married tomorrow.
A few BTC friends are coming but 100+ more I wanted to invite but we just didn't have room. God is good with many friends and now a wife.
The only thing that hurts more than losing 50% of your purchasing power every few years (then returning with a vengeance) is losing 97% of your purchasing power once.
That is fiat vs Bitcoin over the next 30 years.
If Bitcoin thesis is false then it is going to fall by 99% in USD - and stay.
If Bitcoin thesis is correct then everything else is going to fall by 99% in BTC - and stay.
The fact Bitcoin hasn't yet died should make people nervous, but they don't understand the game theory.
It is really hard to be optimistic on anything denominated in Bitcoin.
A single stock (Micron) grew by $200 billion today alone.
A single stock (Nvidia) is worth $5.2 trillion.
SpaceX will IPO close to $2 trillion.
NASDAQ is now higher against money supply than it was in the dot-com bubble.
S&P 500 in gold is rolling over. Only three times since 1900. One was the Great Depression, one was the Great Financial Crisis of 2008, third was the crash in the 1980s.
Close to 40% of the S&P 500 is in 10 companies.
If Bitcoin becomes 1% of the world by 2040 (and the world inflates at 7% per year) that is $1,405,000 per Bitcoin.
Long term Bitcoin should eclipse everything else, just as the internet eclipsed everything else.
@sweatystartup As long as the asset itself is sound, borrowing at 11% for an asset that grows by 30% is lower risk than borrowing at 3% for an asset that grows by 5%.
Few understand.
It is really hard to be optimistic on anything denominated in Bitcoin.
A single stock (Micron) grew by $200 billion today alone.
A single stock (Nvidia) is worth $5.2 trillion.
SpaceX will IPO close to $2 trillion.
NASDAQ is now higher against money supply than it was in the dot-com bubble.
S&P 500 in gold is rolling over. Only three times since 1900. One was the Great Depression, one was the Great Financial Crisis of 2008, third was the crash in the 1980s.
Close to 40% of the S&P 500 is in 10 companies.
If Bitcoin becomes 1% of the world by 2040 (and the world inflates at 7% per year) that is $1,405,000 per Bitcoin.
Long term Bitcoin should eclipse everything else, just as the internet eclipsed everything else.
@Alex4DeFi Great point.
If we could tokenise the internet into 21,000,000 chunks that probably would've been the better bet than stocks.
The best stocks are the closest thing to tokenised internet network effects (facebook / amazon / etc).
@TimTill5 You are correct I am an idiot and was saying this 3 years ago.
However 3 years ago Bitcoin was $27,000 and now it is $73,000 despite it being down 42% over the last 7 months.
I must be a "really lucky" idiot.