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Bitcoin ‘up year’ is 2026, and the four-year cycle is dead: Bitwise

2025-07-27 04:04:10

Main Idea

Bitwise's chief investment officer predicts Bitcoin's price could see significant upside in 2026, diverging from the traditional four-year market cycle, due to factors like institutional adoption and positive interest rate cycles.

Key Points

1. Bitwise's Matt Hougan suggests 2026 could be an 'up year' for Bitcoin, breaking the traditional four-year cycle pattern.

2. Hougan believes institutional adoption and positive interest rate cycles will drive Bitcoin's growth over the next few years.

3. The traditional four-year cycle may be becoming 'half as important' as other factors like institutional interest gain prominence.

4. Bitcoin treasury companies pose a significant 'cyclical-style risk' that warrants monitoring.

5. CryptoQuant CEO Ki Young Ju also declared the Bitcoin four-year cycle theory 'dead,' citing changing accumulation patterns among whales and retail investors.

Description

The Bitwise Invest executive admits he “could be wrong” but doesn’t see 2025 as the end of the upside for Bitcoin.

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