Bitcoin 4-Year Cycle Is Dead: @CryptoMichNL Challenges Halving-Based BTC Trading Strategies in 2025
According to @CryptoMichNL, the traditional 4-year Bitcoin cycle is no longer valid for market timing, directly challenging halving-based BTC trading strategies, source: @CryptoMichNL on X, Nov 11, 2025. He shared this view after an interview recorded in Amsterdam during Beleggersfair and a crypto congress, signaling that traders should reassess reliance on fixed halving timelines for BTC positioning, source: @CryptoMichNL on X, Nov 11, 2025.
SourceAnalysis
In the ever-evolving world of cryptocurrency trading, seasoned analyst Michaël van de Poppe has made waves with his recent declaration that the traditional four-year Bitcoin cycle is no longer relevant. Speaking from his experience at the Beleggersfair and Crypto Congres in Amsterdam, van de Poppe shared insights during an engaging interview, emphasizing a shift in market dynamics that could redefine trading strategies for BTC and other major cryptocurrencies. This perspective comes at a crucial time as traders navigate post-halving environments and increasing institutional involvement, prompting a reevaluation of long-held beliefs about cyclical patterns in the crypto market.
Understanding the Demise of the Four-Year Cycle in Bitcoin Trading
The four-year cycle, historically tied to Bitcoin's halving events every 210,000 blocks, has long guided traders in anticipating bull and bear phases. According to van de Poppe, this cycle is dead, influenced by factors like maturing market infrastructure, regulatory developments, and the influx of traditional finance players. In his Amsterdam discussion, he highlighted how these elements have disrupted the predictable rhythm of peaks and troughs. For traders, this means moving away from rigid cycle-based predictions and focusing on real-time indicators such as on-chain metrics, trading volumes across pairs like BTC/USD and BTC/ETH, and macroeconomic correlations. Without the cycle's constraints, opportunities arise in shorter-term trades, with potential support levels around $50,000 for BTC based on recent historical data, while resistance might hover near $70,000 if bullish momentum builds. This shift encourages diversified portfolios, incorporating altcoins that could outperform in a non-cyclical environment.
Implications for 2026 Bullish Outlook and Trading Strategies
Van de Poppe's optimistic view on 2026 as a bullish year stems from expected advancements in blockchain adoption and potential ETF approvals beyond current offerings. Traders should watch for increased institutional flows, which have already boosted BTC trading volumes on major exchanges, often exceeding 100,000 BTC in 24-hour periods during volatile sessions. Integrating this with stock market correlations, such as movements in tech-heavy indices like the Nasdaq, provides cross-market trading opportunities. For instance, if AI-driven innovations propel stock rallies, AI-related tokens like FET or AGIX could see symbiotic gains, offering arbitrage plays against BTC. Risk management becomes key here; setting stop-losses at 5-10% below entry points and monitoring RSI indicators for overbought conditions (above 70) can help mitigate downside in this new paradigm. Van de Poppe's insights suggest scaling into positions during dips, targeting long-term holds through 2026, with an eye on global events like elections or policy shifts that could amplify volatility.
From a broader market sentiment perspective, this declaration aligns with growing evidence of crypto's maturation. On-chain data from sources like Glassnode often shows rising active addresses and transaction volumes, signaling sustained interest even without traditional cycles. Traders can leverage this by analyzing multiple pairs, such as ETH/BTC for relative strength, or SOL/USD for high-growth altcoin plays. The absence of the four-year cycle doesn't eliminate patterns but evolves them into more fluid, data-driven models. For SEO-optimized trading, focus on keywords like Bitcoin price prediction 2026, crypto trading strategies post-cycle, and BTC support levels to capture search intent. Ultimately, van de Poppe's Amsterdam interview serves as a call to action for adaptive trading, blending fundamental analysis with technical tools to capitalize on emerging trends.
In conclusion, as the crypto landscape shifts, traders equipped with van de Poppe's forward-thinking analysis stand to benefit. By prioritizing current market indicators over outdated cycles, one can identify high-probability trades, such as longing BTC above key moving averages like the 200-day EMA. This approach not only enhances risk-adjusted returns but also positions portfolios for the anticipated 2026 bull run, fostering a more resilient trading mindset in an unpredictable market.
Michaël van de Poppe
@CryptoMichNLMacro-Economics, Value Based Investing & Trading || Crypto & Bitcoin Enthusiast