Bitcoin, supercycle, and macro: October seasonality, ETF and treasury demand, gold strength, and a weakening DXY are colliding to rerate Bitcoin. If the halving ?four-year cycle? is dead, investor psychology and capital allocation shift for good. We unpack institutional flows, adoption S-curve dynamics, and why 2026 could be the fourth straight year up for Bitcoin?shallower drawdowns, deeper conviction, structural repricing.
Joe Carlasare and Checkmate on What Bitcoin Did - https://www.youtube.com/watch?v=7vrH5_qdGP4
Mark Moss on The Bitcoin Archive - https://www.youtube.com/watch?v=Ef6m0umNdE0
The Hurdle Rate Ep. 29 - https://www.youtube.com/watch?v=b-_UvOwM3LE
Timestamps
00:00:45 - Breaking the Four Year Meme
00:05:25 - Investor Psychology Shift
00:07:43 - Crossing the Chasm: The Steep End of the S-Curve
00:10:37 - Dollar Weakness Leading to Supercycle
00:13:25 - The Final Warning Before Everything Changes Forever
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