The 4-Year Bitcoin Cycle Is Dead. Saylor Just Proved It | Simply SatoSHE
Bitcoin’s market is shifting from halving-driven cycles to institutional capital flows—this episode explains how daily institutional buys, custody, and ETFs now drive price dynamics.
Key Takeaways
- Institutions now set Bitcoin’s price: daily buys (~715 BTC/day) and ETF demand overpower halving-driven cycles, creating continuous accumulation pressure.
- Bitcoin is decoupling from equities—during a 10% S&P drop BTC fell ~1.5% then recovered above $72K, acting as a leading pricer ahead of macro moves.
- Verify true self-custody: control your keys, use noncustodial recurring on-ramps, and get training/consultations to secure holdings against institutional custody risks.
- Concentrated institutional ownership matters: large holders (e.g., MicroStrategy ~766,970 BTC, ~4% supply) and ETF bids materially change sell-side absorption and market behavior.
- Regulatory and infrastructure advances (ETFs, Charles Schwab enabling direct spot trading) will channel trillions of client assets into Bitcoin, broadening institutional flows.
- Price drawdowns don’t negate fundamentals—mining innovation and events like Mining Disrupt will shape Bitcoin’s next chapter as market structure evolves.
Original Source
The 4-Year Bitcoin Cycle Is Dead. Saylor Just Proved It | Simply SatoSHE
Visit Source