The Milk Road Show Is the Traditional 4-Year Cycle Over in Crypto? w/ The Bitwise Boyz
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Feb 19, 2025 
Matt Hougan and Ryan Rasmussen from Bitwise Asset Management dive into the shifting dynamics of the crypto market. They challenge the traditional four-year cycle, highlighting an influx of institutional investments as a key driver of optimism. The duo discusses the impact of upcoming ETFs on market valuation, predicting a rise to $30 trillion. They also explore the importance of focusing on strong projects and informed strategies for retail investors, emphasizing a brighter future amid evolving financial landscapes.
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Four-Year Cycle Explained
- Crypto historically follows a four-year cycle: three years up, one year down.
- This cycle isn't tied to the Bitcoin halving but to catalysts like Coinbase's launch or Ethereum's emergence.
This Time It's Different?
- This four-year cycle might be different due to a significant catalyst: increased institutional investment.
- Government support and institutional interest could override the typical pullback.
Upcoming Pump Prediction
- Matt Hougan predicts a market pump in the coming weeks, driven by institutional investment.
- He cites recent large Bitcoin purchases by institutions like AIB as evidence, contrasting it with meme coin volatility.