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Bitcoin cycle lows are projected for late 2026 - following historical four-year patterns, the market is likely to hit a cycle bottom in September or October before a long-term recovery toward 2029.
“Somewhere between probably September or October of 2026, we should see an all-time low for this cycle, not an all-time low over at all.”
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Institutional ETFs failed to trigger an altcoin season due to zero liquidity - while ETFs drove early Bitcoin interest, high interest rates and a lack of new global cash flow left retail-driven altcoins without the necessary momentum to rally.
“Looking back now on the analytics on 2025, there's no liquidity really in the market to pump all this. And that, with tariffs, with a lot of uncertainty... no liquidity, I think, was the big disappointment of this last cycle.”
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The Senate Banking Committee remains the primary hurdle for crypto regulation - the Clarity Act is currently stalled by banking interests and opposition from Senator Elizabeth Warren, delaying the institutional framework required for massive capital entry.
“The House passed it last July 2025... But there's a Clarity Act B, which is the Banking Committee. And the bankers have dug in their heels.”