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Podcast: Bitcoin News Alerts | Daily BTC Macro Signal
Episode: 2248: Bitcoin 2026 Supercycle Thesis Evolves as Timing Shifts
Description: Bitcoin is navigating a violent reset phase — but the bigger question isn't whether the supercycle thesis is dead, it's when it reasserts itself. In this episode, we break down why the 2026 Bitcoin supercycle narrative is evolving, not disappearing, as market timing expectations adjust to liquidity, regulation, and institutional behavior. We examine the recent $60K selloff, heavy liquidations, and bearish calls suggesting the move marks a midpoint in a broader drawdown — and contrast that with ETF inflows returning, signaling renewed institutional engagement beneath the surface. On-chain metrics like the Mayer Multiple point to stress conditions similar to prior cycl...