

The Bitcoin 4-Year Cycle Just BROKE! [Here’s Proof]
Jun 5, 2025
Traditional views on the Bitcoin halving cycle are being challenged as the market dynamics shift. With institutional investors hoarding Bitcoin, the supply is changing, leading to new strategies for trading. The role of corporate treasuries is highlighted, suggesting Bitcoin is evolving into a mix of a tech stock and a digital reserve. Could this new landscape mean missed opportunities for casual investors? Tune in to explore the future of Bitcoin trading!
AI Snips
Chapters
Transcript
Episode notes
Halving Cycle's Former Predictability
- The Bitcoin halving cycle used to trigger predictable bull markets by cutting new supply every four years.
- This cycle became the go-to strategy for crypto traders who accumulated before halving and sold about 18 months later.
Shrinking Impact of Halving
- The impact of halvings has diminished as the new Bitcoin supply relative to total supply shrinks.
- Inflation from Bitcoin issuance dropped from 25% in 2012 to under 1% in 2024, weakening halving-driven rallies.
Large Supply Locked Away
- Approximately 30% of Bitcoin supply is effectively removed from circulation due to lost keys and corporate accumulation.
- Major holders like MicroStrategy control large supplies and plan to keep buying, reducing market liquidity.