According to @cas_abbe, the traditional 4-year Bitcoin cycle is "dead" and a crypto supercycle is underway, implying the market is early in a long-horizon adoption phase and remains undervalued relative to its potential (source: @cas_abbe on X, Jan 4, 2026). He cites CZ’s view that the industry is still in the early stages, supporting a thesis to prioritize long-term accumulation over short-term chart-based timing in majors like BTC and ETH (source: @cas_abbe on X, Jan 4, 2026). Trading takeaways based on this thesis include de-emphasizing halving-timed swing trades, extending accumulation windows, and focusing on multi-year trend-following and risk budgeting aligned with a Bitcoin supercycle thesis (source: @cas_abbe on X, Jan 4, 2026).