BTC Sessions Cathie Wood JUST Confirmed 4 Year Bitcoin Cycle DEAD — “Major Supply SQUEEZE Incoming”
Dec 11, 2025
Pablo from BullBitcoin, a grassroots Bitcoin educator, John Dennehy of My First Bitcoin, and Scott Deedles from BlockRewards dive into Cathie Wood's claim that the four-year Bitcoin cycle is over. They discuss the upcoming supply squeeze and its implications for the market. The panel addresses the cultural tensions between traditional investors and OG Bitcoiners, as well as the importance of self-custody. Empowering education initiatives are highlighted, along with practical tips for starting local Bitcoin initiatives.
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Four-Year Cycle May Be Disrupted
- Cathie Wood argues the historical four-year Bitcoin boom-bust rhythm is being disrupted by institutional flows.
- She thinks institutional demand and lower volatility could prevent past 75–90% crashes.
Saylor Buy And New Treasury Entrant
- Ben connects Wood's view to Michael Saylor adding 11,000 BTC and new public treasury companies hitting the NYSE.
- He highlights a new entrant positioning differently from MicroStrategy and stirring market debate.
21 Capital's Different Pitch
- Jack Mallers frames Bitcoin as a public utility anyone can use, including big institutions.
- He positions 21 Capital as different from MicroStrategy by promising cash-flowing businesses plus disclosed BTC holdings.
