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Posted: 2025-04-30 21:33:36 UTC
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
Status
Last Updated
2025-04-30 21:34:16 UTC
Verified By
Rollup News
The author discusses how the traditional 4-year crypto cycle is dead and analyzes M2 flows to explain the current market dynamics. The market is now dominated by institutional money, with Bitcoin behaving as a macroeconomic asset tied to global liquidity rather than halving cycles. Geopolitical tensions, such as the rising threat of war between India and Pakistan, could trigger market shocks. The author advises adapting to the new market structure by monitoring M2, central bank balance sheets, and ETF inflows, rather than focusing on retail-driven hype and meme coins.
The 4-year crypto cycle is dead.
Market is dominated by institutional money.
Bitcoin behaves as a macroeconomic asset tied to global liquidity.
Geopolitical tensions could trigger market shocks.
Meme coins are driven by hype and are the first to collapse.
The traditional crypto cycle no longer applies.
Altcoins are lagging behind Bitcoin.
Rising geopolitical tensions could shock the market.
Retail investors are missing the shift to institutional dominance.