Bitcoin just had plenty of reasons to fall. But It didn’t. This week gave crypto investors almost everything they supposedly didn’t want. 📈 A hawkish Fed 🏛️ The CLARITY Act hitting a roadblock 💸 More Bitcoin ETF outflows ⚠️ More uncertainty around rates and liquidity And yet Bitcoin so far has held up really well. That interests me far more than another prediction about where BTC will be next week. Because I’m becoming increasingly convinced that the old “Bitcoin 4-year cycle” isn’t enough to understand this market anymore. I think macro matters more. Rates. Liquidity. Government debt. Bond markets. Inflation. Central-bank policy. And eventually… debasement. Raoul Pal’s longer-term argument is what I’ve been following for the last 4-5 years. Governments are carrying enormous debt loads while ageing populations put increasing pressure on public finances. If the long-term response is continued monetary debasement, then scarce assets and productive technology could become increasingly important. That doesn’t mean Bitcoin goes straight up. It certainly doesn’t mean altseason starts tomorrow. But it does make me question the idea that we can simply look at a halving date, count forward a certain number of days and know where we are in the cycle. This week was a good example. The headlines looked worse than the price action. And when an asset refuses to fall despite bad news, I was very much paying attention. My focus going forward is increasingly on: 👉 Global liquidity 👉 Inflation 👉 Interest rates and bonds 👉 Bitcoin dominance 👉 ETF flows 👉 Regulation 👉 How Bitcoin actually reacts to all of the above Not a date circled on a four-year-cycle chart. I could be completely wrong — and I’m always happy to change my view when the evidence changes. But right now, I think macro is driving crypto far more than the halving clock. What do you think? Is the Bitcoin 4-year cycle still alive — or has macro taken over?

This was a screen shot from September 2025… telling me the best time to sell Crypto was October 7th 2025! And crikey it was right ! And historically the best time to buy bitcoin has been 500 days before the halving .. This is completely on the 9th October 2026 Questions is do folk still believe in this cycle?

Just a thought . Whilst we have our own though Process , can we also accept thet it could be wrong? I’m still In the 4 year cycle gang , and until it’s broken it’s working …… Food for thought guys

How’s everyone feeling about crypto… To be honest I thought liquidity would have had a positive impact on the market by now but clearly not… I’m doing my best to stay neutral and to try and remain positive… I’m not sure what we have in store for us for the rest of 2026 - I don’t think many people do. I remain bullish long term but short term F*** knows… It wouldn’t suprise me if the clarity act gets passed, the Iran conflict gets resolved and the market picks up… but it wouldn’t suprise me if it chops for many more months to come. What you thinking?

Big Crypto Regulation Update 🇺🇸 The U.S. Senate Banking Committee has officially advanced the Clarity Act in a bipartisan vote (15–9). So, what does this mean? 👇 ✅ It’s another major step toward clear crypto rules in the U.S. ✅ More regulatory clarity could bring bigger institutional investment into crypto ✅ It may reduce uncertainty that has held the market back for years ✅ Long term, this could be bullish for the strongest crypto projects BUT… this is not law yet. The bill still needs: ➡️ A full Senate vote ➡️ Support to overcome a filibuster (60 votes likely needed) ➡️ Agreement with the House version before it reaches the President My take: Momentum for crypto regulation is clearly building. This doesn’t mean instant price pumps, but clearer rules could help legitimize the industry and attract more money over time. We’re moving from the “Wild West” phase of crypto toward a more mature market. What do you think — bullish for crypto or too much regulation?