🚀 BTC Cycle Update: Forget the Old Playbook — We're in a New Game

For years, everyone watched the "Halving Clock." But in 2024, the clock was reset. With Bitcoin ETFs live, we're now in a market driven by institutional flows, macro policy, and real-world utility, not just predictable four-year cycles.

So, where are we now? Evidence points to the early innings of a new "Institutional Accumulation Phase."

The New Drivers: Prices are now more tied to Fed policy, AI stock sentiment (hello, NVDA), and regulatory clarity than pure crypto narratives. The key question for 2026 is whether new pro-crypto laws pass, unlocking the next wave of institutional money.

Signs from the Field: The trend is shifting from hype to fundamentals.

The Good: Bitcoin and Ethereum ETFs provide steady demand. Ethereum's dominance in DeFi and stablecoins makes it a core holding for this new phase.

The Caution: Financial stress at some crypto-focused public companies could create selling pressure. Bitcoin itself needs a new major catalyst, making macro liquidity even more critical.What's your take on this new cycle?