The Edge Podcast

Crypto’s Next Phase: Beyond The 4-Year Cycle

Jan 9, 2026
Guest
Rob Hadick
Rob Hadick, a General Partner at Dragonfly, dives into the evolution of crypto beyond the Bitcoin 4-year cycle. He emphasizes the shift toward institutional adoption and the necessity for real fundamentals in market dynamics. Rob discusses the bullish outlook for 2026, highlighting opportunities in stablecoins and decentralized finance. He addresses challenges with transparency in DeFi and advocates for improved risk management. With insights on zero-knowledge tech and the potential for new financial products, Rob paints a picture of an evolving crypto landscape.
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INSIGHT

Crypto's Institutional Phase

  • Crypto has moved from an ideological to an institutional adoption phase focused on payments and corporate use cases.
  • Marginal buyers are now corporates and institutions, shifting flows away from halving-driven cycles.
ADVICE

Back Financial Infrastructure, Not Hype

  • Focus investments on use cases where blockchains coordinate trust, move value, and settle programmatically.
  • Back stablecoins, market infrastructure, DeFi/CeFi bridges, and application access points that serve large-scale payments.
INSIGHT

Why The Halving Cycle May Fade

  • The Bitcoin four-year halving cycle explained past price patterns but may be losing predictive power.
  • Institutional flows will follow the business cycle rather than the halving schedule going forward.
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