82: The Missing Variable

Once you see the missing variable, Bitcoin’s pullback clicks into place. The four-year cycle is cracking, and the filter-fork battle isn’t cooling off either.

Episode Links

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Show Notes

• Is the ISM Losing Its Power — or Pointing to a 2026 Bitcoin Supercycle? (https://finance.yahoo.com/news/ism-losing-power-pointing-2026-192000515.html)

• ISM Manufacturing PMI suggests Bitcoin cycle may extend beyond historical norm — TradingView News (https://www.tradingview.com/news/cointelegraph:fe39dafcc094b:0-ism-manufacturing-pmi-suggests-bitcoin-cycle-may-extend-beyond-historical-norm/)

• Dan Gambardello on X: "There Never Was A 4 Year Crypto Cycle (https://x.com/dangambardello/status/1990810622297059385)

• Bitcoin Cycle May Run Longer Than Expected, Per ISM Data | CoinMarketCap (https://coinmarketcap.com/academy/article/bitcoin-cycle-may-run-longer-than-expected-per-ism-data)

• Jack Mallers Reveals Why 50% of Bitcoin Holders Are Underwater Ahead of Dec 1st - YouTube (https://www.youtube.com/watch?v=j5PciTodGZ8)

• The Czech National Bank has purchased digital assets for the first time in its history. 🌐 (https://x.com/cnb_cz/status/1988940072742191344)

• Mike Kelly on X OFAC Fears (https://x.com/NicerInPerson/status/1991078721273352582)

• Trump promises $2,000 tariff checks by mid-2026 (https://www.axios.com/2025/11/17/2000-tariff-dividend-trump-check-2026)

Music

• Auto Inter Woven Minds By: Longy (https://podcastindex.org/podcast/7569233)