Hey gang, Ross Brand with your Bitcoin Universe: Daily Update! Here’s today’s top 3 Bitcoin stories you need to know before you make your next move.
**🤔 IS BITCOIN'S 4-YEAR CYCLE DEAD?**
Bitwise CIO Matt Hougan is challenging one of Bitcoin's most fundamental beliefs: the four-year cycle. Instead of a 2025 bull market peak, Hougan predicts the biggest upside will be in 2026 and beyond, citing delayed ETF impact, macro conditions, and global adoption. This bold prediction runs counter to years of historical price patterns. As Hougan states, "ETF-driven demand hasn’t fully hit yet, and the halving effect is lagging. The old models may not apply this time.”
**⚫ BLACKROCK'S IBIT HITS 304,000 BTC!**
BlackRock’s spot Bitcoin ETF (IBIT) continues its staggering accumulation, now holding over 304,000 BTC! This puts IBIT on par with major crypto-native giants like MicroStrategy and Robinhood. This isn't just about making Bitcoin accessible; it's about the significant concentration of Bitcoin in the hands of major institutions, signaling serious capital commitment. As Bloomberg’s Eric Balchunas notes, “IBIT’s rise has been staggering — this is no longer just a bridge for retail, it’s a vault for serious capital.”
**📉 COINBASE BITCOIN PREMIUM UNDER PRESSURE!**
Coinbase has enjoyed a 60-day streak of Bitcoin trading at a premium, indicating strong U.S. demand. However, that streak may soon end as analysts observe a softening in buying pressure. This potential cooling could point to a shift in institutional or high-net-worth appetite and is a crucial real-time sentiment gauge that many traders are watching closely.
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**📌 Also Worth Noting:**
* Billionaire Ray Dalio recommends a 15% portfolio allocation to Bitcoin or gold for long-term investors seeking protection from fiat currency devaluation.
* A new report shows Bitcoin’s 10-year correlation to the Nasdaq is strengthening — a clear sign of its growing ties to mainstream finance.
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**Timestamp Quick Links:**
0:00 - Intro & Today's Top Stories
0:20 - Bitcoin's 4-Year Cycle Debate
0:58 - BlackRock IBIT's Massive BTC Holdings
1:18 - Coinbase Bitcoin Premium Cooling
1:45 - Ray Dalio's Allocation Advice
1:58 - Bitcoin's Strengthening Nasdaq Correlation
2:08 - Outro & Find More
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