Look at this, my people! 🤯 Do you remember the famous 4-year Bitcoin cycle? That pattern where the price skyrockets after the halving and then drops dramatically, as if it were a grandmother's golden rule. Well, hold on tight, because Grayscale, one of the heavyweights in the crypto world, just said: "That story is no longer valid." 🙅♂️ We are at a brutal inflection point!
Grayscale's thesis is clear: the market dynamics have changed forever. We are no longer the same as before. Before, it was you and me, the retail investors, who moved the needle. Now, the main player is institutional money. 🏦 Think of the gigantic investment funds, serious companies, and highly regulated financial products (like ETFs and digital asset bonds) that are injecting capital like never before. This is not just a "little bump"; it is a structural change that is making explosive rises and catastrophic falls of the past less likely. In other words, less drama and more sustained growth! 📈
But be careful, no one should get confused. While the historical cycle might be broken, the market still has its scares. 🎢 We saw Bitcoin drop 32% from its peak in October, and that is no small thing. Grayscale analysts remind us of something key, and listen to me well: in a bull market, corrections of more than 25% are normal. They are not the end of the world, but a market cleanup before continuing to rise. It’s like the market shaking off its clothes to get rid of the dust and fear.
And what else is helping to break that 4-year pattern? The macroeconomic conditions are on our side. Fresh air is coming from two sides:
The FED said "Enough": The Federal Reserve (the central bank of the United States) ended its famous quantitative easing program. In simple Spanish, they stopped removing liquidity from the system. Historically, every time this happens, liquidity starts to flow again, and that drives the market big time. Tom Lee from Fundstrat Capital predicts a strong December and points out that the S&P 500 (the American stock market) will rise by 10%, which always drags crypto up.
Lower rates, more crypto: Possible interest rate cuts make risk assets like Bitcoin more attractive. Basically, money is going to look for where to yield more!
The conclusion of experts is that Bitcoin and Ethereum have not yet seen their final peak of this cycle. The train keeps rolling. Grayscale sees new highs in 2026, breaking the traditional scheme. This is not just news; it’s a manual for you to understand that institutional investment is giving Bitcoin a long-term rocket boost.
So, the question is: Are we really witnessing the birth of a new Bitcoin, more mature and less volatile, or will those who believe in the old 4-year pattern have the final word? 🤔$BTC
