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BTC’s 4-year cycle timing mostly held. Top was Oct 2025 (~$126k), about 18 months after the 2024 halving—same window as prior cycles.
One year later it’s ~$85k, down ~33%. The low so far was June/July 2026 near $58k (−54%), not October. Price is already up ~45% from that low.
Old bears lasted ~12 months and dropped 77–87%. This one was shorter and much shallower so far. If June holds, the bottom came early. If not, Q4 is still the historical window.
Returns keep shrinking. Next halving is ~April 2028. Cycle timing is intact-ish; the size of the moves is not.
Jeremy wolfsteller retweeted
LATEST: Fundstrat's Tom Lee insists the crypto bull market is underway, arguing Ethereum’s 13% decline shows resilience compared to a 20% drop in US semiconductor stocks
Jeremy wolfsteller retweeted
It's kinda funny that no one seems to care that $MSTR is holding over 8% of its market cap in melting USD, which it's been using to repurchase a security ($STRC) that it itself issued supposedly to finance the purchase of more BTC. There's a good chance that even some XRP holders are smarter than Strategy shareholders
Jeremy wolfsteller retweeted
Jason's right: network effects of bitcoin are dead.
Outside of the quantum risk, fewer people are using Bitcoin over time because it's a worse product.
Compare that with $SOL, $ETH, etc. It may be the dominant blockchain by price but nobody is using it...
That's a problem.
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
Jeremy wolfsteller retweeted
TODAY: Ripple Receives Final OCC Approval to Establish National Trust Bank
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
IBIT vs MSTR — quick summary for a post:
IBIT = Spot Bitcoin ETF (BlackRock)
• Clean ~1:1 Bitcoin exposure
• 0.25% fee
• No leverage, no dilution, tracks Bitcoin closely
MSTR = Strategy stock (Bitcoin treasury company)
• Levered/amplified Bitcoin exposure
• Higher volatility + upside in bulls
• Risks: debt, share dilution, mNAV premium/discount swings
TL;DR:
Want pure Bitcoin? → IBIT
Want leveraged Bitcoin + company risk? → MSTR
Both are easy to buy in a brokerage. Not financial advice.

























