What Bitcoin Did

Bitcoin’s New Era: Liquidity, Macro, and the End of Four-Year Cycles | Nik Bhatia


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Nik Bhatia breaks down why Bitcoin may have broken free of its four-year cycle and what that means for the next decade.

We discuss Bitcoin's market maturity, compressed volatility, and how new corporate demand are reshaping price dynamics — and why this could mean an end to drawn out bear markets and blow-off tops.

We get into how macro forces like liquidity, rate policy, and U.S. fiscal dominance intersect with Bitcoin, whether Powell vs. Trump really matters, and why Bitcoin could hit $1 million by 2032.

In this episode:

  • Why the four-year halving cycle may be over
  • How corporate treasury strategies are changing Bitcoin’s market structure
  • The role of liquidity and treasury markets in driving Bitcoin price
  • What Powell vs. Trump means for rates, inflation, and Bitcoin
  • THANKS TO OUR SPONSORS:

    IREN

    RIVER

    ANCHORWATCH

    BLOCKWARE

    LEDN

    Follow:

    Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny

    Nik Bhatia: https://x.com/timevalueofbtc

    ...more
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    What Bitcoin DidBy Danny Knowles

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