The Breakdown
Bitcoin Starts 2026 in Uncharted Territory
AI Summary
The episode reviews Bitcoin's uneventful 2025, noting a flat price, a post‑halving cycle that failed to ignite, and a market driven more by boredom than extreme sentiment. It highlights muted Bitcoin action, a collapse in altcoin valuations, shifting ETF inflows, and institutional positioning that suggest a possible end to the traditional four‑year cycle. The hosts argue that these dynamics signal Bitcoin entering uncharted territory as investors reassess expectations for future cycles.
Episode Description
Bitcoin enters 2026 in a strange and unfamiliar place, coming off a flat year, a post-halving cycle that never caught fire, and a market defined more by boredom than euphoria or panic. This episode catches up on everything that happened over the holiday break, from Bitcoin’s muted price action and crushed altcoins to ETF flows, institutional positioning, and the growing sense that the four-year cycle may be fading.
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SUBSCRIBE to the Podcast: https://pod.link/1438693620
Watch on YouTube: https://www.youtube.com/@TheBreakdownBW
Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown
Join the discussion: https://discord.gg/VrKRrfKCz8
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Breakdown: https://twitter.com/BreakdownBW
Show Notes
Bitcoin enters 2026 in a strange and unfamiliar place, coming off a flat year, a post-halving cycle that never caught fire, and a market defined more by boredom than euphoria or panic. This episode catches up on everything that happened over the holiday break, from Bitcoin’s muted price action and crushed altcoins to ETF flows, institutional positioning, and the growing sense that the four-year cycle may be fading.
Enjoying this content?
-
SUBSCRIBE to the Podcast: https://pod.link/1438693620
-
Watch on YouTube: https://www.youtube.com/@TheBreakdownBW
-
Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown
-
Join the discussion: https://discord.gg/VrKRrfKCz8
-
Follow on Twitter:
-
NLW: https://twitter.com/nlw
-
Breakdown: https://twitter.com/BreakdownBW
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