The Milk Road Show
Is the Traditional 4-Year Cycle Over in Crypto? w/ The Bitwise Boyz
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.
42:25
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Quick takeaways
- Institutional investors are focusing on long-term allocations in major cryptocurrencies, contrasting sharply with the despair of retail investors chasing meme coins.
- Macroeconomic conditions like interest rates and the US dollar's value are expected to play a significant role in attracting further institutional investment into crypto.
Deep dives
The Four-Year Crypto Cycle and Its Future
Historically, the cryptocurrency market has followed a predictable four-year cycle, characterized by three years of significant growth followed by a pullback. This pattern has been attributed to catalysts that generate excitement, such as the launch of major platforms like Coinbase and Ethereum. Currently, some analysts are questioning whether this cycle will continue as usual, particularly after the recent establishment of a more favorable regulatory environment for crypto. There is a belief that ongoing institutional investment and events like Trump's executive orders might enable the cycle to extend beyond the established trends, potentially leading to continued growth through 2026.
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