Mr. Unipcs Declares Bitcoin's Four-Year Cycle Dead — Analysis of What Comes Next

Mr. Unipcs argues that the traditional Bitcoin four-year halving cycle no longer determines market direction due to factors like monetary policy, Spot ETFs, liquidity shifts and macro trends. While crypto has lagged other assets, prolonged accumulation could precede a sharp breakout and new all-time highs.
Mr. Unipcs, a prominent crypto analyst with over 227,000 followers on X, has made a bold declaration: the long-standing Bitcoin four-year cycle is dead. According to his analysis, the historical rhythm driven by halving events can no longer reliably dictate the direction of Bitcoin (BTC) or leading altcoins. This claim has sparked wide debate across the crypto community, as markets remain muted despite major asset classes continuing to reach new highs.
Traditionally, the four-year cycle — anchored by Bitcoin halving events — has been associated with a reduction in supply and subsequent price surges. Mr. Unipcs argues that the market dynamics have fundamentally changed: monetary policy shifts, Spot ETFs, liquidity flows, macroeconomic trends, and dramatic liquidation events now play decisive roles that undermine the predictive power of halving-driven cycles. The result, he says, is a prolonged phase of consolidation and accumulation rather than the explosive rallies historically observed after halvings.
Market behavior in recent months supports parts of his thesis. Bitcoin and several major altcoins have traded roughly 30% or more below their all-time highs for extended periods. In stark contrast, traditional safe-haven and risk assets — notably Silver and Gold — have been hitting record levels, while major US stock indexes such as the S&P 500 continue to climb. These divergences underline an uncomfortable reality: crypto has been underperforming many other asset classes even as liquidity and investor interest flow into other markets.
Price action examples cited include Bitcoin's retreat below $85,000 earlier this month after a peak above $126,000 during the first week of October, followed by sharp drops among altcoins such as Ethereum, Solana, and XRP. Technical indicators also paint a bearish picture: the Fear & Greed Index remains deeply negative and many analysts point to a bearish market structure driven by capitulation events and low volatility.
Despite this gloomy backdrop, Mr. Unipcs offers a potential silver lining. He suggests that the extended accumulation could be the calm before a massive breakout: once accumulation ends, the market could transition rapidly into a new bullish phase, with Bitcoin and leading altcoins surging to new all-time highs. This view relies on a restoration of liquidity flows and a shift in investor sentiment that could produce an aggressive rally.
For editors and readers wanting to verify visuals cited in the analysis, the featured image was sourced from Company Pexels and the chart reference came from Company TradingView. Both sources provide accessible visuals for tracking price action and technical setups.
Whether the four-year cycle is truly obsolete or simply evolving into a new regime, the debate highlights a larger theme: crypto markets today respond to a broader mix of macro and institutional forces than in earlier cycles. Traders and investors should therefore incorporate multi-asset context, liquidity analysis, and macro indicators into their strategies rather than relying solely on the halving schedule.
Key takeaways: the historical predictive power of halving-driven cycles is in question; current market structure shows extended consolidation; traditional assets are outperforming crypto; and a potential aggressive breakout remains possible if accumulation ends and liquidity returns. This analysis suggests close attention to liquidity flows, ETF developments, macro policy changes, and technical breakouts as the most probable catalysts for the next major move in Bitcoin and the broader crypto market.
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