Bitcoin Starts 2026 in Uncharted Territory
Crypto

The Breakdown

Bitcoin Starts 2026 in Uncharted Territory

The BreakdownJan 5, 2026

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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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.

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