Is bitcoin’s four-year cycle ending or evolving? Bitcoin has historically moved in familiar bull-to-bear rhythms. But in 2026, that framework may be shifting.
On May 12 at 12:00 p.m. ET, Research Analyst Zack Wainwright joins Fidelity’s Covering Crypto livestream to examine whether the cycle still holds—and what the current data may signal for investors.
Register now:https://t.co/WKHUkRZgLq
As @ChrisJKuiper shared at @Consensus 2026: It’s not just about price—it’s about purchasing power.
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2016: $314K | 137.86 BTC
2024: $416K | 4.97 BTC
Over time, it has taken materially fewer BTC to acquire real-world assets.
Get in touch to learn more: https://t.co/lIfeMr64wc
Over the past 10 years, a traditional 60/40 portfolio saw annual returns rise from 9.4% to 14.6% with just a 3% allocation to Bitcoin.
See @ChrisJKuiper’s full analysis in Getting Off Zero: https://t.co/1KHAgDU2DJ
According to Fidelity Digital Assets Research Analyst Zack Wainwright, bitcoin’s compressing drawdowns may reflect a maturing market structure driven by deeper liquidity and institutional participation.
Read @CoinDesk’s recent coverage featuring insights from Zack: https://t.co/wgBoRNKaGJ
I’m 53. My grandfather fought in the Pacific against Japan. He carried the bazooka as an infantryman. He never spoke of the battles where likely he killed a lot of Japanese. But he would speak of the occupation after where he served over a year and how he developed a deep respect and appreciation for Japanese culture. He kept all kinds of souvenirs from Japan. So no it’s not recent respect. Even Americans 80 years ago appreciated Japan.
For the record.
Bitcoin Is a Bet on Trump’s Success. Gold Is a Bet on America’s Failure.
Gold has become a verdict, not a hedge, a vote of no confidence in Trump’s economic revolution and a bet that he will fail to change a system drowning in debt. It is the old guard’s confession that they see only one way out of excessive leverage: print, debase, and hope the music doesn’t stop.
They refuse to believe that growth can outrun debt, that structural reform can redirect capital from dead assets into living enterprises, or that supply-side renewal can do what the printing press never will. Trump, Bessent, and Warsh argue there is another path: reform the Fed, end the subsidy to idle reserves, stop paying banks to sit on cash, and force capital out of sterile Treasury holdings and back into the productive economy where it belongs.
In this split-screen future, gold is the wager on failure — a declaration that America cannot grow its way out, cannot change course, cannot escape a doom loop of debt and dilution. Bitcoin, by contrast, has become the speculative flag of success, a digital bet that Trump’s policies are implemented, that regulatory clarity through measures like the CLARITY Act arrives, and that a pro-innovation regime turns the U.S. into the crypto capital of the world.
If Trump’s program works, if growth, deregulation, and redirected capital start to shrink the real burden of debt instead of inflating it away, Wall Street will have to rediscover its purpose: generating credit for builders, not rent for bondholders. Then those who rushed into gold as a monument to decline will face a brutal reckoning: their “safe haven” will stand as a shiny, inert tribute to one vast miscalculation — that America would fail just as its leaders chose to make it succeed.
@cantonmeow From a fundamental non-crypto perspective they did not recognize any revenue from the CRWV deal this Q which may have surprised some. It will show Q1. Doesn’t help the technicals though… ☹️
Few assets have reached trillion-dollar status as quickly as BTC—and it now ranks as the world’s eighth-largest asset at a market cap of ~$2.2 trillion.
See how scale and adoption rates suggest the maturation of digital assets as a whole: https://t.co/eBXOlGHKok
Being a Bitcoiner is waking up every morning thinking:
“How can I explain to everyone I love that the entire global monetary system is a parasitic hallucination designed to extract their life energy and that hope exists in a cryptographic number embedded in an orange coin on the internet?”
Owning #Bitcoin feels euphoric about 7% of the time.
The other 93% is filled with pain, boredom, anxiety, doubt, obsession, and FOMO.
But if you endure it long enough, you become rich.
Bitcoin’s supply may be fixed, but demand isn’t. As public companies and nation-states accumulate, scarcity may become a defining market force.
Explore how this shift could reshape long-term portfolio strategies in our latest blog: https://t.co/SOHZ8MvoqD