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?

I watched a really good podcast on impact theory last week. To be fair the host is all over Raoul Pal and asks some difficult questions and challenges Pals beliefs about AI, crypto and the economy in general… Anyway - I’ve done a quick 14 minute video summarizing what I think is a very important conversation. If you do get chance to watch it let me know if you agree with Raoul Pal and what you intend to do over the next few years as an investor??? The link will be below in the comments 🙌

Crypto just became dangerously easy to buy in the UK… or is that actually a good thing? 🇬🇧 Robinhood has launched crypto trading for UK investors, with access to 50+ cryptocurrencies alongside stocks and other investments. More competition and easier access sounds great. But there’s another side to this… Does making crypto this accessible help people build wealth — or make it easier for inexperienced investors to lose money? Good news for UK investors… or not? 👇

Markets may have just been given a reason to breathe. 📈 After a surprisingly weak US jobs report, expectations of further rate hikes eased, helping risk assets and technology stocks finish the week strongly. ✅ Bitcoin held around $65,000 ✅ Ethereum remained resilient ✅ The Nasdaq gained more than 5% on the week ✅ Markets are increasingly pricing in the possibility of lower interest rates Institutional money continues to flow into both crypto and technology, but this week’s inflation data could determine where markets go next. The big question is: are we witnessing the start of another leg higher, or is volatility still around the corner? What are you watching most closely right now: Bitcoin, Ethereum or AI stocks? 👇 #Investing #Bitcoin #Ethereum #Technology #StockMarket #PersonalFinance