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Bitcoin’s four-year cycle intact; Q4 rally forecast

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Crypto Breaking News

Bitcoin’s bear market has been framed by a familiar prism: the traditional four-year cycle. Yet proponents argue that institutional demand, particularly via BTC-focused exchange-traded funds, has muted volatility and may shape the path of prices through the next cycle. In a recent discussion, Anthony Scaramucci, managing partner of SkyBridge, suggested that while the cycle remains visible, its dynamics have been altered by new liquidity channels and changing market participation.

Speaking with Scott Melker on The Wolf of All Streets podcast, Scaramucci described the four-year pattern as “muted” by ETF inflows that have helped cushion sharp swings. “We’re in a four-year cycle, and there were some traditional whales, some OGs, that believe in the four-year cycle, and guess what happens in life when you believe in something? You create a self-fulfilling prophecy,” he said. The implication is that market psychology and the presence of ETFs have tempered the classic boom-bust rhythm that many investors associate with BTC.

Looking ahead, Scaramucci warned that BTC is likely to remain choppy for most of the year, with a renewed bull market emerging in the fourth quarter of 2026. He noted that the broader market narrative at the time had shifted away from a straightforward ascent toward a more nuanced trajectory, where macro and policy factors would matter just as much as on-chain signals.

The conversation also touched on the expectations that had circulated in late 2024 and early 2025. Market participants, including Scaramucci, had anticipated BTC could surge toward around $150,000 in 2025, driven by broad political momentum and regulatory openness in the United States. That consensus was upended by a sharp October downturn that pulled BTC from a prior peak to a much lower range, underscoring how quickly sentiment can swing in crypto markets.

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History has repeatedly shown that price movements often defy prevailing sentiment. Scaramucci pointed to the early 2023 period, when BTC’s price action moved contrary to bright-eyed forecasts in the wake of the FTX collapse in November 2022. After a period of disinterest and malaise, the market reversed into a new upcycle, illustrating how catalysts can reset the mood even when the broader narrative appears unfavorable.

Key takeaways

  • The four-year cycle remains a reference framework for BTC, but ETF inflows have muted its volatility and potentially altered how the cycle plays out.
  • BTC is expected to experience choppy trading through much of this year, with the next major leg higher anticipated in the fourth quarter of 2026.
  • Market expectations for a 2025 surge to around $150,000 were fueled by pro-crypto policy signals and regulatory warming, but an October crash shattered that consensus.
  • Historical reactions show BTC can rebound after episodes of apathy or negative catalysts, reinforcing the idea that macro shocks and sentiment swings remain powerful drivers.
  • Geopolitical developments and stock-market dynamics can influence BTC through correlations with risk assets, underscoring the need to monitor macro risk sentiment alongside on-chain activity.

The cycle, ETFs, and the evolving market backdrop

In the eyes of Scaramucci, the presence of BTC-focused exchange-traded funds has changed the game. ETFs offer a new, regulated channel through which institutional players can gain exposure, potentially dampening sharp drawdowns and tempering the kind of volatile spikes that once defined BTC cycles. This shift does not erase the cycle’s specter, but it reframes it—turning a potentially binary up- or down-market into a more nuanced, information-rich environment in which policy signals and fund flows matter as much as supply-demand fundamentals.

That framing sits alongside long-standing debates within the crypto industry about whether the four-year cycle remains intact. While some observers point to deviations in late 2025 or 2026, others, including Scaramucci, argue that the cycle still offers a useful heuristic for investors trying to gauge risk, duration, and potential turning points. The market’s sensitivity to events such as regulatory announcements, ETF inflows, or major macro shocks continues to complicate any simple forecast.

From peak to pause: how catalysts have shifted the narrative

The historical arc cited by Scaramucci stretches from BTC’s all-time run toward lofty levels to the subsequent retrenchment that has colored investor psychology for years. The narrative notes that BTC once traded near the upper stratosphere—around a $126,000 range in prior cycles—before the October pullback. From there, the price retraced to the $60,000 area, highlighting how quickly sentiment can reverse and the importance of liquidity and risk appetite in determining the price path.

Beyond these cycles, the market’s reaction to external shocks—such as the FTX collapse in late 2022—has underscored a pattern: even after periods of disillusionment, bitcoin has demonstrated resilience, often resuming an uptrend when investor interest returns and liquidity improves. The early months of 2023, in particular, showed that upside moves can unfold despite a broader backdrop of skepticism or unfavorable headlines.

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Another facet of the discussion centers on whether 2025 and 2026 would deliver a fresh bull phase. While the consensus among several participants had anticipated a robust climb in 2025, the trajectory was interrupted by the October downturn and broader risk-off dynamics. The question remains whether the market will reassert its longer-term cycle or whether a new regime—shaped by macro policy, regulatory clarity, and global liquidity—will redefine BTC’s pace and scale.

Geopolitics, risk sentiment, and BTC’s market correlations

Macro shocks have always tested BTC’s claimed role as a hedge or diversifier. The recent wave of geopolitical tension and global risk-off periods have at times coincided with renewed pressure on risk assets, and BTC has not been immune. In the most recent turn, BTC dipped below a key psychological level in the wake of intensifying geopolitical events. At the same time, traditional stock indices have faced renewed selling pressure; the S&P 500 fell around 1.3% as the week closed, dipping below a widely watched moving average and highlighting a possible shift in the correlation between BTC and mainstream markets.

Analysts have warned that if BTC continues to exhibit a sustained positive correlation with equities, its downside could be more pronounced in risk-off environments—potentially amplifying losses in a scenario where macro catalysts favor traditional assets. Yet the crypto market has shown episodic decoupling at different points in history, illustrating that the relationship is not fixed and can diverge as new liquidity channels and market participants come into play.

The ongoing debate about Bitcoin’s cycle, and whether it remains a reliable compass for pricing, continues to draw attention from investors and researchers. Some industry voices argue that structural shifts—such as increasing institutional participation, evolving derivatives markets, and tighter regulation—could render the old four-year narrative less predictive than it once was. Others maintain that the cycle still captures a collective behavior pattern—cyclical expectations that influence trading and risk management, even if the visible price path changes in response to external shocks.

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For readers seeking a synthesis, it’s not simply a question of whether the cycle endures, but how its cues interact with a broader market fabric that includes policy developments, ETF demand, and macro risk appetite. The interplay among these factors will likely determine how BTC navigates the remainder of this decade.

Longer-form reflections on the cycle’s fate have appeared in industry circles, including discussions in crypto-focused media that weigh the structural shifts against historical precedent. The tension between a legacy four-year rhythm and new market realities remains a core theme for traders and builders alike, as they assess timing, risk controls, and capitalization strategies in a landscape defined by rapid change and evolving incentives.

As the community weighs these signals, investors should stay alert to ETF flow data, central-bank signals, and regulatory developments that could reshape the calculus of risk and reward. The next few quarters will be telling in terms of whether BTC can establish a fresh breakout or whether the cycle will again be interrupted by macro or policy-driven shocks.

Looking ahead, observers will be watching how the market absorbs geopolitical risks, how the S&P 500 and other risk assets respond to policy news, and how BTC trades as liquidity conditions shift. The implications extend beyond price alone: they touch on institutional adoption, derivative markets, and the broader narrative around crypto’s role in diversified portfolios.

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For now, the path remains uncertain but informed by a set of recognizable patterns and new inflows. The pace of ETF participation, the resilience of risk sentiment, and the cadence of regulatory clarity will help determine whether BTC’s next major leg higher lies in late 2026 or in a broader, more gradual re-acceleration beyond that horizon.

Readers should watch for how ETF allocations evolve and whether macro catalysts—such as policy shifts or geopolitical developments—alter the balance of risk and return in the coming months. The question of whether Bitcoin’s four-year rhythm endures or evolves is unlikely to be settled in the near term, but the signals from fund flows, price action, and policy readiness will continue to shape market expectations.

Risk & affiliate notice: Crypto assets are volatile and capital is at risk. This article may contain affiliate links. Read full disclosure

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ETH Stretch: Could Tom Lee Build a Better Flywheel Than Saylor?

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Brian Armstrong's Bold Prediction: AI Agents Will Soon Dominate Global Financial

TLDR:

  • Bitmine holds 4.6 million ETH, with 3 million actively staked and generating around $180 million annually.
  • Ethereum’s 2.8% staking yield cuts the cost gap, meaning Lee needs only 8–9% more to match Saylor’s offer.
  • Bitmine has been acquiring over 60,000 ETH weekly, building a low cost basis ahead of any product launch.
  • Unlike Bitcoin, Ethereum’s native protocol yield subsidizes the dividend structure, making the flywheel self-reinforcing.

ETH Stretch may be the next big institutional product to emerge in the crypto market. Bitmine, led by strategist Tom Lee, currently holds 4.6 million ETH.

That figure represents nearly 4% of Ethereum’s total circulating supply. Of that holding, 3 million ETH is actively staked, generating around $180 million per year in protocol rewards.

Analyst Axel Bitblaze recently argued that Lee has the infrastructure to launch a Stretch-style fixed-yield product on this existing base.

Ethereum Staking Yield Creates a Structural Cost Advantage

Michael Saylor’s Stretch product offers a fixed 11.5% yield, with all proceeds going into Bitcoin. This buying pressure has pushed hundreds of millions into BTC each week.

Many credit this as a key reason Bitcoin held above $69,000. Without this demand, some analysts suggest prices would sit near $50,000.

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Tom Lee, however, already runs a yield engine that Saylor does not have. Bitmine’s staked ETH generates about 2.8% annually from Ethereum’s protocol.

That income covers part of any fixed dividend Lee would need to pay out. Lee would only need to generate an additional 8–9% to match Saylor’s offer.

Bitblaze noted on X that this cost structure allows Lee to undercut Stretch on yield expenses. That margin could make the product more attractive to institutional capital.

Wall Street typically responds well to yield products with stronger cost profiles. Staking income is a meaningful competitive edge in this space.

Additionally, Bitmine has been buying over 60,000 ETH per week in current market conditions. The firm’s cost basis remains low, and Ethereum sentiment is broadly negative.

Those two factors create a favorable window for any product announcement. A low cost basis combined with native yield strengthens the overall case considerably.

The Ethereum Flywheel and Its Reflexivity Potential

The mechanics of an ETH Stretch product follow a clear and self-reinforcing loop. Every dollar raised would go toward buying more ETH on the open market.

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More ETH purchased means more ETH available for staking. More staked ETH then generates additional protocol rewards to help fund the dividend.

This cycle differs from Saylor’s model in one key respect: Ethereum has native yield. Bitcoin has no protocol income, yet the BTC Stretch flywheel has still gained traction.

Ethereum’s staking rewards subsidize the structure from the start. That makes the feedback loop cheaper to run and easier to grow.

Bitblaze argued that Saylor’s flywheel works despite Bitcoin having no yield. Lee’s version, by contrast, would run on Ethereum’s own protocol income.

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That distinction changes the product economics entirely. A yield-backed demand engine does not rely solely on price appreciation. It draws strength directly from the Ethereum protocol itself.

Should Lee announce such a product while sentiment is low, the price response could be rapid. Institutional capital targeting yield would flow in, driving ETH demand higher.

Higher ETH prices improve staking returns in dollar terms, attracting still more capital. That loop, once active, tends to accelerate.

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Ethereum Price Prediction: ETH Price Could Reach $2,500 as BNB Weakens and Pepeto Shows the Utility Gains That Matter

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Ethereum Price Prediction: ETH Price Could Reach $2,500 as BNB Weakens and Pepeto Shows the Utility Gains That Matter

BlackRock launched the iShares Staked Ethereum Trust on March 12, and the fund pulled in $254 million in its first week, making it the fastest growing crypto ETF this quarter.

While the ethereum price prediction shows a path toward $2,500, Pepeto is drawing attention with exchange infrastructure already live, more than $8 million raised, and a Binance listing approaching. The wallets entering now are targeting returns the ethereum price prediction needs the full cycle to deliver.

Ethereum Price Prediction Gains Support After BlackRock Staked ETF Pulls $254 Million in One Week

BlackRock launched ETHB on March 12 on Nasdaq, staking 70% to 95% of its Ethereum holdings and paying investors roughly 82% of staking rewards through monthly payouts, according to CoinDesk.

The fund reached $254 million in assets within seven days, according to Decrypt. Goldman Sachs reported over $1 billion in Ethereum ETF holdings, and Larry Fink called blockchain infrastructure necessary at Davos this year.

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The ethereum price prediction has institutional money behind it, but from $2,083 the path to $2,500 is a 20% move that takes patience.

Ethereum Price Prediction and the Presale Offering Returns ETH Cannot Match

Pepeto

As rug pulls grow more common, the cost of entering a project without checking its contracts keeps rising. Every cycle, traders lose more capital to scams that grow harder to detect with each new method. Doing your own research takes hours most people do not have, and it still misses the risks buried in smart contract code.

Pepeto was designed to end that problem before your money is at risk. The exchange is already running while the presale fills. The risk scorer examines every contract for hidden traps and scam patterns, giving you a clear answer in seconds instead of hours of digging through code, so you act with confidence instead of guessing.

The cofounder who took the original Pepe coin to $11 billion with nothing is now building an exchange with zero fee trading, cross chain transfers at zero cost through the bridge, and a SolidProof audit completed before the presale opened. A former Binance expert is on the dev team, 195% APY staking compounds in wallets that positioned early, and the presale has crossed more than $8 million with the Binance listing approaching.

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At $0.000000186 with the same 420 trillion supply that reached $11 billion under Pepe, matching that market cap is over 150x, and Pepeto has the exchange infrastructure Pepe never built. The wallets filling the presale are taking the entry that disappears the moment trading begins, and the holders who are not inside yet are the ones who will spend this cycle wishing they had moved.

Ethereum Price Prediction: Can ETH Reach $2,500 With BlackRock Leading Institutional Demand?

ETH trades near $2,083 as of March 22, holding above the $2,000 support that formed a floor since mid February, according to CoinMarketCap.

BlackRock’s ETHA holds $6.5 billion and the new staked ETHB already sits at $254 million after one week. Resistance levels form at $2,235 and $2,380, and if both break cleanly the next ethereum price prediction target is $2,500.

Losing $2,000 could trigger a pullback toward $1,800. Even the bullish $2,500 scenario is a 20% move from current prices, a return that requires months of positive conditions and institutional follow through.

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BNB

BNB trades near $631 as of March 22, steady despite the broader correction, according to CoinMarketCap. The Binance ecosystem keeps BNB supported, but from $631 the token needs to reclaim $720 before any meaningful run begins.

A 2x requires BNB above $1,200, a level it has never held. Neither the ethereum price prediction nor BNB delivers the distance a presale to exchange listing compresses into the moment trading opens.

Ethereum Price Prediction Points to $2,500 but the Presale Entry Points to Where Wealth Was Built

The ethereum price prediction has BlackRock behind it, the staked ETF is pulling institutional money, and the $2,500 target is realistic. But the smart money wallets filling Pepeto at presale pricing are building positions that expect returns ETH from $2,090 takes years to match.

The crypto news will cover this moment after the Binance listing, and the only question is whether you lock in your position on the Pepeto official website today or pay a higher price later from wallets that moved while you were still reading about ETH.

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BlackRock is staking ETH for 3% yield. The wallets inside Pepeto are targeting 150x, decide which return fits this cycle.

Click To Visit Pepeto Website To Enter The Presale

FAQs

What is the ethereum price prediction for today?

The ethereum price prediction targets $2,500 if ETH holds above $2,000 support. Investors seeking faster returns are looking at Pepeto, where matching Pepe’s market cap is over 150x from presale.

Why is Pepeto trending alongside the ethereum price prediction?

Pepeto has become the presale drawing the most capital because it combines a working exchange with the same supply that took Pepe to $11 billion, positioning it for returns ETH cannot match from $2,083.

How does the ethereum price prediction compare with early presales like Pepeto?

The Pepeto official website offers a presale where the Binance listing compresses the return window into days, while the ethereum price prediction from $2,083 to $2,500 is a 20% move requiring months.

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Disclaimer: This is a Press Release provided by a third party who is responsible for the content. Please conduct your own research before taking any action based on the content.

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Iran Warns of Regional Energy Strikes After Trump Threats Over Hormuz Strait

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Brian Armstrong's Bold Prediction: AI Agents Will Soon Dominate Global Financial

TLDR:

  • Trump issues 48-hour ultimatum demanding Iran reopen the Strait or face power plant strikes.
  • Iran warns of full closure of the Strait and retaliation against regional energy infrastructure.
  • Tanker traffic dropped 90%, increasing concerns over global oil supply and market stability.
  • Iranian officials list potential targets, including Israel and US-linked energy assets.

Iran war live Trump Strait of Hormuz tensions intensified after a 48-hour ultimatum triggered threats of energy infrastructure attacks, raising risks of wider regional escalation and disruption to global oil transit routes.

Trump Issues 48-Hour Ultimatum

The United States has issued a direct warning to Tehran. In his statement, President Donald Trump demanded that Iran fully reopen the Strait within 48 hours. 

He threatened attacks on major Iranian power plants if the demand is ignored. The ultimatum highlighted the strategic significance of the Strait of Hormuz, through which a significant portion of global oil shipments pass. 

Tanker traffic has already fallen by nearly 90% in recent weeks, raising concerns about energy supply disruptions worldwide.

Trump’s statement did not clarify whether nuclear-linked power plants, such as Bushehr, would be included in the strike. This uncertainty added to regional tension, as the potential for collateral damage remains high.

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 “If Iran doesn’t FULLY OPEN the Strait, the US will hit major power plants first,” Trump’s statement read, reflecting the firm deadline.

Iran Warns of Retaliation and Regional Impact

Iranian officials outlined a detailed response as spokesperson Ebrahim Zolfaghari confirmed that the Strait remains partially open under controlled access. He however, warned that any strike on power plants would trigger immediate retaliation.

Iran indicated that a full closure of the Strait would follow any attack, with reopening dependent on reconstruction of damaged infrastructure. 

Officials also listed potential regional targets, including power plants in Israel, companies with American shareholders, and energy infrastructure in countries hosting US bases.

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Iran’s parliament speaker, Mohammad Bagher Ghalibaf, further emphasized the scale of potential consequences. He warned that attacks on Iranian infrastructure could lead to the irreversible destruction of energy networks across the Gulf, maintaining elevated oil prices for an extended period.

Previous demonstrations of Iran’s reach, such as the strike on Qatar’s Ras Laffan LNG terminal, showed the country’s capability to disrupt regional energy systems. 

Regional and international actors are monitoring the situation closely, highlighting the strategic and economic stakes.

Iran war live Trump Strait of Hormuz tensions remain critical as the 48-hour deadline approaches, with both sides maintaining firm positions and regional stability at stake.

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BTC Performance Driven By Individuals While Central Banks Drive Gold Price

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Gold, Bitcoin Price, Bitcoin ETF

The divergence between gold and Bitcoin (BTC) in 2026 can be explained by two distinct segments of buyers, according to Stephen Coltman, head of macro at crypto exchange-traded product (ETP) provider 21Shares.

Gold’s rally over the last three years has been primarily fueled by central bank buying, while Bitcoin is more widely held by individuals than financial institutions, Coltman told Cointelegraph. He said:

“Physical gold has a greater geopolitical strategic role currently, as the asset of choice for state actors who want to store wealth in a way that is protected from rival powers. This has meant that it has traded with greater sensitivity to deteriorating international relations.”

However, BTC has more utility for individuals who may use it as an alternative “lifeline” when local banking infrastructure fails during times of crisis, and accessing the traditional financial system is not possible. 

Gold, Bitcoin Price, Bitcoin ETF
Gold falls below the 50-day exponential moving average, a key support level. Source: TradingView

“Shortly after the conflict started, both the Dubai and Abu Dhabi exchanges were shut down following missile and drone strikes from Iran,” which, he said, is a “stark reminder” of how valuable 24/7 access is in wartime situations or other emergencies.

Coltman told Cointelegraph that the inverse correlation between BTC and gold means that investors should hold both to benefit from each asset’s unique properties.

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Ongoing macroeconomic and geopolitical shocks over the last several years drove gold to an all-time high of nearly $5,600 per ounce in January 2026.

However, heightened volatility dragged the precious metal back down to about $4,497 per ounce, leading to renewed debate among analysts about gold’s role as a store of value asset, and how it will perform against Bitcoin in the coming years.

Related: Bitcoin vs gold shows potential bottom signals as BTC bulls defend $70K

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Financial analysts are split on gold versus BTC dominance

Bitcoin is likely to outperform gold over the next three years, according to macroeconomist Lyn Alden.

“It’s usually a pendulum between the two. If gold has gone up as much as it did, the entire diminishing return story per cycle is going to be erased in the coming one, too,” Alden said.

However, former hedge fund manager Ray Dalio expects that BTC will never replace gold as a store-of-value asset because it still trades like a risk-on asset with correlation to technology stocks, while gold is entrenched as a reserve asset in the banking system.

Magazine: Is China hoarding gold so yuan becomes global reserve instead of USD?

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