Simply Bitcoin NEW REPORT: $5.9T Firm Says 2026 is the Start of a Bitcoin Supercycle?! | EP 1399
Dec 16, 2025
A major asset manager predicts a potential 10-year Bitcoin bull market starting in 2026. They discuss the increasing institutional adoption and government's interest in digital assets. The hosts explore whether historical Bitcoin cycles still apply and highlight that the current market feels unique, with unprecedented institutional interest. There's a debate on the bullish supercycle versus a cautious bearish outlook. Additionally, legal issues around developer privacy and upcoming legislation's impact on the crypto market are analyzed.
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'Price Of Tuition' For Early Adopters And Wall Street
- Nico recounts Michael Saylor and Nayib Bukele paying a "price of tuition" for early Bitcoin adoption and later being vindicated.
- He predicts Wall Street may now be paying its tuition, setting up a larger future bull market.
Cycle Patterns Need Time To Confirm
- Fidelity notes four-year cycles historically but concedes 2026 may be needed to confirm whether the cycle continues or breaks.
- The hosts agree much remains uncertain and that institutional flows could alter historic patterns.
Prioritize Self-Custody When Stacking Sats
- Prioritize self-custody when acquiring Bitcoin to support separation of money and state.
- Nico repeatedly urges stacking sats and holding Bitcoin in private wallets, not exchanges.