2196: Grayscale: Bitcoin's 4-Year Cycle Is Ending — New ATH in 2026
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Bitcoin News Alerts
3.8 • 636 Ratings
🗓️ 16 December 2025
⏱️ 27 minutes
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Summary
Grayscale says the traditional four-year Bitcoin cycle is ending, replaced by a structurally different market driven by politics, liquidity, and institutional adoption. In their view, Bitcoin is likely to reach a new all-time high in early 2026, marking a decisive break from legacy cycle theory.
On-chain data supports the shift: Bitcoin sharks are accumulating at the fastest pace in 13 years, even as volatility shakes out short-term traders. At the same time, Gemini rolls out prediction markets across all 50 U.S. states, and Japan advances plans for a regulated yen stablecoin, signaling deeper integration between crypto and traditional finance.
This episode breaks down why old models may no longer apply, what's driving the next phase of Bitcoin's evolution, and how to think about positioning ahead of a potential new ATH.
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Transcript
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| 0:00.0 | Welcome Bitcoin fam to the number one Bitcoin pod. Bitcoin back in the green looking to reclaim |
| 0:05.0 | 88,000 at the time of the live. He'll be breaking down the latest TA. Also to Bitcoin shark stack |
| 0:10.8 | at the fastest pace in 13 years, even with Bitcoin down 30%. We'll also be discussing Bitcoin |
| 0:17.0 | long-term hoddler supply hits eight-month lows. Is this bullish or bearish? Of course, |
| 0:23.2 | I'll be giving you the latest analysis. Also, the Winklevoss-led Gemini rolls out. Prediction |
| 0:28.1 | markets in 50 U.S. states. So, yeah, betting markets are taken over the world, it seems, |
| 0:35.5 | as the degeneracy of gambling continues in the |
| 0:38.6 | mainstream. |
| 0:39.6 | Also, we'll be discussing Trump to look under into the recently convicted Samurai Wallet co-founder, |
| 0:46.7 | ultimately entertaining a pardon, as a lot of people are suggesting it. |
| 0:50.8 | Also, Japan's SBI and StarTale plan regulated yen stable coin in 2024, currently under a new framework. Also, Bitcoin hit a new all-time high within the next six months. According to grayscale, they also say the four-year cycle, as we know it, has ended. I'll also be taking a look at the overall crypto market, all this, plus so much more |
| 1:11.7 | right here in today's show. |
| 1:20.1 | Today is pod episode 2,196. I'm your host JV alongside my co-host, the Fed Chair Nipinator. Today is December 16, 2025, and we did get a nice little green bounce on the day. |
| 1:32.5 | We're up 15-Hundo, currently trading at 87,700. |
| 1:36.7 | At the time of the live stream, let's kick it off with our Market Watch, as we do each and every day, pulling up Coin 360. You can see Bitcoin up 1.6% now on the day. |
| 1:48.5 | Ether is down 1.1%. Went back under 3,000. B&BXRP, Solanatron, and light coin all pump in and in the green. |
| 1:56.9 | Checking out coin market cap.com. Total crypto market cap today is on the decline, down 3%. Currently, 2.96 trillion, which again is mind boggling to me, how small of a overall market cap, considering how much money is in the total addressable market. They say upwards of $900 trillion. It shows you how early we truly are in crypto. And the |
| 2:19.3 | Bitcoin market cap, only $1.7 trillion. Checking out top 100, crypto gainers past 24 hours. |
| 2:26.8 | Lead in the pack today, NYX, up 9%. XDC up 6%. And tonigne up 6% on the day. |
| 2:34.9 | Checking out to CryptoGridan Fear Index last month, we bottomed out at a 10. |
| 2:39.1 | Today we're not much higher. |
| 2:40.5 | We're still in extreme fear at an 11, so we could very much drop down even lower. |
... |
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