Is the Bitcoin cycle dead, or are we just getting started? With Bitcoin hovering around $92K and institutional adoption accelerating, the crypto landscape is more confusing—and exciting—than ever. Robert and Will break down the wild crypto year of 2024-2025 and debate what’s coming in 2026. They explain the GENIUS Act that ended the “Biden war on crypto,” why stablecoins could drive down costs across the economy (0.3% fees vs 3-10% traditional payments), and how companies like Visa are building crypto payment rails. But it’s not all bullish. They dive into the Japan carry trade unwinding, the dangers of government-controlled CBDCs, and the big question: Is this Bitcoin cycle over or just delayed? Will argues we’re in a lengthening cycle driven by global liquidity. Robert thinks the blow-off top is behind us and October 2026 will be the next buying opportunity. They also preview the Clarity Act coming in Q1 2026, which could open the floodgates for institutional investment in the broader crypto space beyond just stablecoins. Whether you’re hodling or on the sidelines, this episode offers practical insights on navigating an unpredictable market.
Disclaimer: This is not financial advice. Always do your own research.
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