Why does BTC continue to track the 4-Year Cycle?
Notes de l’épisode
Bitcoin’s 4-year cycle may look arbitrary, but the data tells a deeper story. Ryan and Mike break down how leverage, credit, stablecoins, DeFi loans, miners, and Strategy drive crypto’s recurring booms and busts, and whether one final domino still needs to fall.
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TIMESTAMPS
0:00 Intro
5:21 Bitcoin’s Capital Base
15:00 Leverage Drives the Premium
20:07 Stablecoins and VC Flow
23:08 On-Chain Loan Cycles
26:08 Perps and Treasury Leverage
32:14 Deleveraging and Hidden Risks
34:29 Miner Capitulation
37:12 Why Four Years?
40:08 ETH and Solana Positioning
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Not financial or tax advice. For educational purposes only.