Chev | Anichess
Chev | Anichess
BTC-0.10%
ETH-0.20%
SOL-1.43%
🚹The Crypto Supercycle🚹 Not my typical thread But I have seen more people asking when is this cycle ending As a Web3 founder, I believe we’re entering a long-term supercycle - the typical 4-year cycle is behind us Here’s why I think this time is different đŸ§” 👇
1/ The BTC Halving Narrative is Fading Historically, #BTC 4-year cycles revolved around halving events. But with 94.66% of BTC already mined, halvings have a diminishing impact. The narrative of digital gold, serving as the perfect hedge vs. inflation is booming instead
2/ Institutions leading the crypto accumulation race - MSTR now holds 592k BTC, doubling down on its core treasury strategy - IBIT leads ETFs with $72B AUM - Institutions are also getting into ETH, SOL, HYPE This isn’t pure speculation-it’s structural demand driving markets
3/ Nations and states are embracing BTC for real this time, as strategic assets - Trump’s EO laid the groundwork for a US strategic Bitcoin reserve - NH/AZ are exploring holding BTC in state reserves - El Salvador continues to lead with BTC adoption globally BTC = liquid gold
4/ Circle IPO: A Milestone for Crypto Finance On June 5, Circle IPO’d on the NYSE, marking a landmark moment for crypto in traditional markets. -Circle’s stock closed its first day up 168% -Within 8 days, IPO investors saw nearly 400% gains Stablecoin game strong.
5/ Wealth Managers advising BTC exposure Private banks are seeing increasing demand for crypto offerings Swiss’ BBVA now advises its clients to invest in BTC, recommending a portfolio of 3-7% BTC, depending on risk appetite.
6/ Google search interest for BTC still remains relatively low Probably nothing, but it could well indicate that we are not yet seeing a lot of retail FOMOs in this cycle yet.
Cointelegraph
Cointelegraph
🚹 NEW: Google search interest for “Bitcoin” is now at the same level as when $BTC was priced around $16,000.
Gallery 1
7/ The "Supercycle" Thesis This isn’t about market timing—it’s about structural adoption: -BTC halvings are no longer the main driver -Institution, private wealth & treasuries interests at historic high -Crypto IPOs bridging Web3 with tradfi (Retail is still sleeping)
8/ What Builders Need to Know Now is the time to focus on building real value: - Prioritize utility and scalability to solve real problems, be it B2B, B2C or B2G - Focus on interoperability to unlock network effects The supercycle will reward meaningful innovation.
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