Is The 4 Year Cycle Broken?

We map where Bitcoin sits after repeated 90k rejections and why ETFs, corporate treasuries, banks, and policy shifts could extend or break the four‑year cycle. Then we dig into miners decoupling from BTC as they pivot power toward HPC and sign AI compute deals that reshape valuations.

• ETF demand and corporate HODL tightening free float
• Policy momentum and banks enabling Bitcoin‑backed credit
• Rangebound price dynamics around options expiry
• Miners’ pivot from hash to high‑performance compute
• Deal flow at Core Scientific, TeraWulf, Cipher, HUT and IREN
• Why site power, fiber and water outrank raw hash rate
• Dilution math, share count realities and 2026 expectations
• Hashprice compression and efficiency race to sub‑10 J/TH
• Names to watch for the next HPC contracts and execution risks

Let us know in the comment section below how you're feeling about the space or sector and your top pick in your portfolio moving into 2026!

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