Dear Bitcoiners,
On the news of the Iran-Israel war, Bitcoin 'crashed' to 103K 😉. As the most liquid asset trading 24/7, it's no surprise that such breaking news can impact price. But once again, Bitcoin held strong at the 100K support zone, the same zone we've been discussing in previous newsletters. This is a promising development.
In this newsletter, we’ll dive deep into the ongoing cycle dynamics. It consists of two important parts 👇:
The 4-year cycle & institutional structured bid
Bitcoin Treasury Companies (they are a big deal!)
Both are key to understanding the current cycle and definitely worth your time!
Will the structured bid on price by institutions change the Bitcoin cycle dynamic? This week, a thought-provoking chart was shared on Bitcoin Twitter that deserves further analysis.

As Institutions Adopt Bitcoin, Will the 4-Year Cycle Break?
Institutions, in particular, Bitcoin treasury companies, are a game changer! In previous newsletters, we’ve covered passive flows into Bitcoin. As Bitcoin becomes a percentage of institutional portfolios, this leads to automatic allocations. These structured bids can limit downside volatility, which may explain the trend observed in the chart above.
As highlighted in a previous newsletter, Strategy might soon be included in the S&P 500, amplifying the effect described above. But the real game changer isn’t just passive flows, it’s the speculative attack on fiat led by Bitcoin treasury companies. Before we dive into why this is such a vital dynamic, let’s first look at the counterargument for why the 4-year cycle might still hold.
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