Bitcoin Is Now Tied To A 2-Year Cycle, Warns Investment Firm CIO
Bitcoin’s famous four-year halving rhythm is giving way to a shorter, ETF-driven performance clock, argues ProCap Chief Investment Officer (CIO) Jeff Park in a new Substack essay. In his view, the dominant force in Bitcoin’s boom-bust dynamics is shifting “from mining economics to fund-manager economics,” with a new “two-year cycle” anchored in ETF flows and institutional return hurdles. Park starts by declaring that the traditional pattern built around halvings belongs to “the old Bitcoin.” Historically, programmed supply cuts compressed miner margins, pushed weaker operators out and....
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A new report has revealed that a total of $732 billion in capital has flowed into Bitcoin this cycle, more than all other cycles combined. Bitcoin Has Seen Historic Growth In Realized Cap This Cycle On-chain analytics firm Glassnode has released its Q4 2025 Digital Assets Report in collaboration with crypto investment firm Fasanara Digital, […]
The CEO of investment management firm Richard Bernstein Advisors warns that cryptocurrencies are the biggest financial bubble in history. He advises investors to stay away from “bubble assets,” which include cryptocurrencies.
Investment Adviser Sees Cryptos as the Biggest Financial Bubble in History
Richard Bernstein, CEO of Richard Bernstein Advisors (RBA), shared his view on where the crypto market is heading and how investors should approach 2022 in an interview with CNBC Friday.
Bernstein is also the founder and chief investment officer of RBA, an....
According to comments from the creator of the stock-to-flow model, the familiar four-year cycle tied to Bitcoin halvings may no longer be a sure guide for traders. Related Reading: You Want $1K XRP? You’ll Need Iron Nerves — Or ‘Mental Illness’, Analyst Says The analyst — known as PlanB — warned that using just three past cycles to predict future tops is risky, and he said the next peak is not guaranteed to fall 18 months after the last halving in October. Cycle Timing May Vary Widely PlanB told followers that the top could arrive in 2026, or 2027, or even 2028, and that he is more focused....
Bitcoin’s five-year compound annual growth rate has slipped below gold’s for the second time in its history, according to Fidelity Digital Assets, marking an unusual moment for an asset long defined by its outsized long-term returns. For markets, the signal is not just about relative performance against gold, but about what a slower growth profile may say about Bitcoin’s current market cycle. In a new Chart Chatter segment posted on X, Fidelity Digital Assets research analyst Zack Wainwright said Bitcoin’s five-year CAGR has been trending lower over time as the asset’s price has risen.....
The founder and chief investment officer of Bridgewater Associates, the world’s largest hedge fund firm, has warned that the government could “impose prohibitions against capital movements” into assets such as bitcoin. He added that regulators may also impose changes in taxes that “could be more shocking than expected.” Ray Dalio Warns About Government Prohibitions and Taxes Ray Dalio, founder and chief investment officer of Bridgewater Associates, wrote a post on Linkedin last week entitled: “Why in the World Would You Own Bonds When…” He....