What Drives BTC's Predictable Four Year Cylces?

The podcast discusses the structure and predictability of crypto market cycles using Bitcoin as a benchmark. It explores the macro trends that drive these cycles, including Bitcoin's role as a hedge against currency debasement and the impact of liquidity cycle uptrends on its bull markets. The relationship between US debt, Bitcoin's correlation, and the importance of a spot Bitcoin ETF is also analyzed. Lastly, the potential impact of including Bitcoin in traditional investment portfolios, with discussions on Bitcoin ETF applications and assets under management, is explored.