The Bottom Is Not In! Why We Get 4-Year Cycles
About this episode
The episode discusses the current state of Bitcoin and the factors influencing its market cycles.
Bitcoin is up 19% from the February lows, but Mike argues this still looks more like a bear market bounce than a true bottom. He and Ryan break down why weak ETF flows, soft onchain activity, fading risk appetite, and rolling liquidity still do not look like the kind of setup that usually marks a durable low. They also map out the key BTC levels that would force a change in view, and what real capitulation tends to look like when the cycle finally turns. ---- 馃摚GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne ---- 馃幆THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://thedefireport.io/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 1:50 Polling Investor Sentiment 4:22 The Four-Year Cycle Explained 13:02 Market Dynamics and Investor Psychology 17:17 Examining Current Liquidity Conditions 27:31 Fiscal Policy and Its Impact 29:07 On-Chain Analysis of Bitcoin 39:10 Understanding Market Trends and Patterns 44:04 Closing & Disclaimers ---- Not financial or tax advice. For educational purposes only.
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