Key Insights
- Crypto news: CZ sentiments about the 4-year cycle echo what analysts have been saying, but predict that institutional interest could lead to a supercycle.
- Why a supercycle might be more exciting than the 2021 bull run and what it means for the crypto market.
- Why a crypto supercycle could be a double-edged sword: A look at which coins will likely make it into the big leagues.
Crypto prices, especially for Bitcoin would be in the early stages of a bear market according to the 4-year crypto cycle. However, the current consensus among most analysts is that the 4-year cycle is over.
The crypto market has not been moving in the typical pattern previously linked with the 4-year cycle.
For example, crypto prices did not experience the typical euphoria that was historically linked to cycle tops, and altcoin season did not manifest as expected.
Moreover, institutional adoption and involvement have forever changed the crypto market this year. These factors have considerably impacted sentiment around the 4-year cycle.
Even the former Binance CEO Changpeng Zhao believes that the 4-year cycle is over. He stated during an interview at the Bitcoin MENA conference that the market might be headed for a super cycle.
What Exactly is a Bitcoin Super Cycle and What Does it Mean for the Crypto Market?
A Bitcoin super cycle suggests a price breakaway from the usual cycle norms. Moreover, it hints at an extended rally that may end up being bigger than past bull runs.
Traditional bull runs in the 4-year cycle lasted between 12 and 18 months. This was followed by a massive retreat by as much as 85%. A super cycle may be characterized by a longer bullish phase that lasts 2 years or more.
CZ hinted that robust institutional adoption could be the common denominator behind a Bitcoin super cycle.
Such an outcome would allow Bitcoin to extend its upside to new highs, perhaps to levels that have been highlighted in Bitcoin price predictions recently.
The idea of a Bitcoin super cycle aligns with recent macro conditions, such as rate cuts and the end of quantitative tightening.
It would also allow the rest of the crypto market to enjoy a favorable sentiment, hence potentially enabling a full-blown altcoin season this time.
Crypto News: Bitcoin Super Cycle Could be Double-edged Sword
One of the biggest lessons of the crypto market’s performance in 2025 was that not all coins will benefit in the next major rally.
This is mostly because institutions have been one of the biggest driving factors this year. Institutional dominance translates to strategic investment rather than speculative investment.
Therefore, coins that will likely offer the best performance will likely be those that align with cycle narratives such as real-world assets (RWAs) and ETFs.
In other words, Ethereum, Solana, and Chainlink could be in the list of protocols that are aligned with key narratives. Their native coins may thus enjoy robust demand.
The same logic dictates that the most speculative cryptocurrencies, such as meme coins might be sidelined.
The double-edged nature of the super cycle may also manifest in a major crash. Investors who got in early will eventually be inclined to take profits, and this could set the pace for a massive liquidity exodus after a major rally.
Nevertheless, the current market situation highlights growing adoption and integration of crypto into the global financial markets.
These changes may further disrupt the traditional cycle theory and pave the way for the markets to move more in tune with the business cycle.