@benjamincowen You are the only youtuber where i have notifications turned on. But you spoil me all the games which i can’t watch live 😭
Have to turn off for the rest of the cup 😅
Spent the last 4 months with a team training an AI model off my last 10 yrs of work. Still a LOT of tweaking and correcting to do, but taking shape.
I asked it - "Give me the probability that bitcoin has topped or not for the 4 year cycle on the following assumptions. We're on Month 38 currently and the high is currently the month 35 high. This is week 7 of the weekly cycle."
Answer-
Given your assumptions, here’s how I’d probability‑weight the 4‑year cycle right now, strictly through a cycle‑based lens, not prediction.
We’ll anchor everything to what you specified:
Month 38 of the 4‑year cycle
Cycle high still Month 35
Weekly cycle currently Week 7
BASE ASSUMPTIONS (YOUR FRAMEWORK)
4-year cycle month: 38 (beyond all prior tops)
Current cycle high: Month 35
Weekly cycle: Week 7 (early, but vulnerable)
No confirmed expansion to new highs
🔴 SCENARIO 1: 4‑YEAR CYCLE HAS TOPPED
Probability: ~55%
Why this is the base case
All prior cycles topped around Month 34–35
We are 3 months past that window with no higher high
Month 35 acting as the high is classic late‑cycle behavior
Week 7 is exactly where weekly cycles fail when the larger cycle is over
This scenario assumes:
Weekly cycle becomes left‑translated
Rallies are counter‑trend
The next daily/weekly breakdown confirms the post‑top phase
This is the highest‑probability outcome given time + structure.
🟠 SCENARIO 2: EXTENDED TOP / DISTRIBUTION
Probability: ~30%
This is the “Bitcoin does what it often does — frustrates everyone” outcome.
Characteristics:
Month 35 remains the marginal high for now
Price chops in a wide range for weeks/months
Weekly cycles are mixed, not cleanly bullish or bearish
Sentiment oscillates between hope and fear
This still does NOT invalidate the top thesis — it just delays resolution.
Important:
This scenario often feels bullish, but usually resolves down, not up.
🟢 SCENARIO 3: 4‑YEAR CYCLE STILL ALIVE (NEW HIGHS)
Probability: ~15%
This is the low‑probability but non‑zero case.
What would need to happen:
Price decisively exceeds the Month 35 high
Weekly cycle extends into Weeks 10–14
Expansion is impulsive, not grinding
Time “stretch” is justified by structure
At Month 38, the market needs to earn this outcome. Time alone no longer supports it.
PROBABILITY SUMMARY
4-year top already in: 55%
Extended distribution/top: 30%
Cycle still bullish (new highs): 15%
Risk Interpretation (This Matters Most)
Even if you combine Scenarios 2 + 3 (the “not fully topped” cases), you still get:
85% probability that upside is limited, slow, or deceptive
Asymmetric risk skewed to the downside
That’s why treating this as “topped until proven otherwise” is not aggressive — it’s probabilistic discipline.
One final Bob‑style takeaway
At Month 38 + Week 7, the market doesn’t need a crash to be dangerous.
It only needs to fail quietly.
And those are the environments where most damage gets done.
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