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.
AI Snips
Chapters
Transcript
Episode notes
Institutional Adoption Could Trigger A Supercycle
- Fidelity's 2026 report argues institutional and corporate adoption could extend Bitcoin's bull run into a multi-year "supercycle."
- Nico and Optimist debate whether that breaks historic four-year cycles or simply evolves market dynamics.
Four-Year Cycle May Still Hold
- Nico notes the cycle may be intact with an October 2025 peak and a bear market beginning afterward.
- He stresses uncertainty and that nobody knows the future despite confident predictions.
This Cycle Lacked Retail Euphoria
- Nico recalls prior euphoria phases and says retail enthusiasm this cycle was muted, impacting typical altcoin seasons.
- He links a different cycle character to institutional ETF inflows rather than retail mania.