Tom Lee Declares Bitcoin’s Four-Year Cycle Dead - Institutional Money Takes Control

Bitcoin's traditional boom-bust rhythm just got bulldozed by Wall Street's deep pockets.
The Institutional Takeover
Fundstrat's Tom Lee drops the bombshell: Bitcoin's predictable four-year pattern is officially history. No more counting down to the next halving like clockwork. Institutional capital flooded in so fast it rewrote the entire playbook.
Wall Street Rewrites Crypto Rules
Forget retail traders setting the pace. When billion-dollar funds start moving Bitcoin positions, they don't care about historical cycles. They're playing by traditional finance rules - and bringing enough firepower to bend crypto reality to their will.
Of course, the suits finally showed up after retail did all the heavy lifting for a decade. Typical finance - late to the party but first to the buffet.
ETFs Are Reshaping Bitcoin’s Market Structure
Lee pointed to the rise ofas a major factor extending Bitcoin’s cycle duration and altering its price dynamics.
“Liquidity, technology integration, and participant relationships have fundamentally changed,” he explained, noting that the market now reacts more tothan to block reward halvings.
Global liquidity conditions have improved since mid-2023, whilehas further strengthened institutional interest.
Additionally, theand potential rate cuts have indirectly boosted demand for, according to Lee.
Volatility Warnings Despite Bullish Outlook
While maintaining a, Lee warned investors about Bitcoin’s continued volatility.
“A 50% correction is inevitable, even in a bull market,” he cautioned, adding that when the.
He also noted that 25% corrections in the stock market are becoming more common , suggesting crypto investors should prepare for similar turbulence.
Despite this, Leethat, citing adoption by corporations such asand the possibility ofincluding Bitcoin as part of a diversified portfolio.
His view aligns with analysts like, who also foresee a prolonged institutional-led uptrend.
The shift signals that traders can no longer rely solely on Bitcoin’s. Instead, they must integrateinto their market strategies.
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