The BitLift Podcast 🚀 Crypto, DeFi, Web3 #75 Bring On The Supercycle w/ Gerbz & Brian Russ
Dec 23, 2025
Join Gerbz and Brian Russ, a former banker and macro investor launching 1971 Capital, as they dissect crypto's evolution leading into 2026. They explore the four-year cycle's validity post-2025, dissect ETF and institutional dynamics impacting Bitcoin, and analyze DeFi's persistent risks. Brian shares insights on gold versus Bitcoin dynamics and stablecoin implications on U.S. financing. With predictions for Ethereum's resurgence and advice for navigating bear markets, this conversation is packed with deep financial insights and engaging debates!
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Crypto's Transition From Grassroots To Corporate
- Crypto has shifted from grassroots to corporate and institutional adoption, changing its vibe and participants.
- This maturation brings scale but reduces the zero-to-one innovation that early adopters loved.
Don't Stay At Zero — Allocate To Bitcoin
- Get off zero: hold some Bitcoin even if small; allocations vary by risk profile.
- Consider 1–2% as a minimum and up to ~20% for very bullish investors, tailored to personal circumstances.
The Four‑Year Cycle Has Evolved
- The historical four-year halving cycle has evolved; 2025's price action didn't resemble prior blow-off tops.
- Widespread pre-positioning and institutional onramps likely muted a classic retail-driven parabolic peak.