Bitcoin has been stuck over $100,000 in a few months, and the question now is whether that level marks the top of the cycle or whether there is still room for running.
In our latest interview, macro analyst Lyn Alden breaks down where we might be in the current Bitcoin cycle and why this view looks different from previous runs. While the halving model of the past four years has guided past expectations, she believes liquidity conditions and macroeconomic shifts may now play a more dominant role.
The conversation touches on several key themes in today’s market: the impact of political development, the growing corporate Bitcoin treasury and whether institutional interests are changing the nature of the Bitcoin cycle.
Alden discusses the current price action is part of a longer, healthier merger or warning signal, or a warning signal that peaks may have been behind us. Rather than making bold predictions, we study which investors should be focused on in the current macroeconomic environment.
Watch the full conversation Now on our YouTube channel and subscribe to more discussions on the intersection of macros and encryption!
