Simply Bitcoin HUGE FIRM: The Bitcoin cycle is BROKEN, $150,000 is coming in 2026! | EP 1393
Dec 9, 2025
Chris Alamo, a Bitcoin custody expert and advocate for self-custody, joins to discuss the shifting landscape of Bitcoin cycles. They delve into Bernstein's claim that the four-year cycle is broken, predicting a price surge to $150,000 by 2026. Alamo emphasizes the importance of self-custody amidst concerns over institutions' roles in the market. They also analyze how institutional purchase behaviors influence Bitcoin's dynamics, making it behave more like a macro asset. Both assert the necessity of stacking Bitcoin and resisting mainstream financial narratives.
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Institutions Are Reshaping Cycle Dynamics
- Bernstein and other Wall Street firms argue the Bitcoin four-year halving-driven cycle is breaking due to sticky institutional demand.
- They project slower, elongated bull runs with targets like $150K (2026) and $200K (2027).
Sovereign And Institutional Flows Change Adoption
- Michael Saylor and others report sovereign wealth funds and institutional buyers are positioning heavily into Bitcoin, signaling macro adoption.
- This transforms Bitcoin from a retail speculation into a macro asset that moves with broader risk and liquidity signals.
Keep Stacking And Self‑Custody
- Do continue stacking and self-custodying Bitcoin rather than trying to time institutional-driven volatility.
- Store sats in cold storage and avoid trading on leverage during this transitional market.