The four-year cycle may be ending in 2026.
By Maxime Laurent · 2025-12-17 10:54
The four-year cycle may be ending in 2026.
Grayscale says institutions, regulation and TradFi integration could reshape crypto, with $BTC ATH possible in early 2026.
I’ve read this Grayscale note slowly, almost like you read the weather before sailing ⛵️
Their core idea is simple but heavy: the old four-year cycle is fading. Not dead overnight, but diluted. In its place, a more structural flow — institutions, regulation, and boring-looking integration with TradFi rails.
What stands out is the numbers between the lines. Institutional portfolios still hold less than 0.5% in crypto. That’s nothing. A rounding error. If that allocation even creeps toward 1–2%, the impact on $BTC and $ETH is massive. No mania needed, just rebalancing.
They also link demand to macro stress: debt everywhere, currencies slowly melting, confidence leaking. In that context, $BTC and $ETH stop looking like “risk assets” and start behaving like alternative monetary tools. Scarce, liquid, global.
And 2026? Potential US market-structure law, smoother ETFs, less legal fog. If that happens, capital doesn’t rush — it flows. Calm, persistent, hard to stop. Pas de miracle, juste du temps.
From my terrace, I don’t feel euphoria. I feel patience. And patience, in crypto, is usually where the real money is made 🌊
#crypto #BTC #ETH #institutions #markets #longterm 📈🧠
Grayscale says institutions, regulation and TradFi integration could reshape crypto, with $BTC ATH possible in early 2026.
I’ve read this Grayscale note slowly, almost like you read the weather before sailing ⛵️
Their core idea is simple but heavy: the old four-year cycle is fading. Not dead overnight, but diluted. In its place, a more structural flow — institutions, regulation, and boring-looking integration with TradFi rails.
What stands out is the numbers between the lines. Institutional portfolios still hold less than 0.5% in crypto. That’s nothing. A rounding error. If that allocation even creeps toward 1–2%, the impact on $BTC and $ETH is massive. No mania needed, just rebalancing.
They also link demand to macro stress: debt everywhere, currencies slowly melting, confidence leaking. In that context, $BTC and $ETH stop looking like “risk assets” and start behaving like alternative monetary tools. Scarce, liquid, global.
And 2026? Potential US market-structure law, smoother ETFs, less legal fog. If that happens, capital doesn’t rush — it flows. Calm, persistent, hard to stop. Pas de miracle, juste du temps.
From my terrace, I don’t feel euphoria. I feel patience. And patience, in crypto, is usually where the real money is made 🌊
#crypto #BTC #ETH #institutions #markets #longterm 📈🧠
Disclaimer: This content is for informational purposes only and not financial advice.