X Money may link AI agents to user funds as Willy Woo says Bitcoin could be shifting to a 6-8 year cycle

X Money may link AI agents to user funds as Willy Woo says Bitcoin could be shifting to a 6-8 year cycle

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News Editor
2026-09-04 02:03:21
TechFlow’s Sept. 4 crypto roundup covered a broad set of market and product updates, led by a claim from Nima Owji that X Money may eventually let users connect AI agents to help manage funds. The feature has not been released, and neither a launch date nor final product details have been confirmed. The digest also highlighted comments from on-chain analyst Willy Woo, who said Bitcoin’s classic four-year rhythm tied to halving-driven supply shocks may be losing force as annual new issuance falls to about 0.8% and later 0.4%. In his view, Bitcoin could be entering a transition toward a 6-8 year cycle that looks more like traditional finance’s short-term debt cycle. Several market data points stood out. A report cited by Pengpai said only 12 of the tokens that ranked in the top 100 in 2021 have posted positive returns over the past five years, while nearly 60% are down more than 90% and three no longer have valid price quotes. BTC also moved above $80,000, according to HTX data. Elsewhere, Lookonchain said WLFI adviser ogle turned a $4,997 PONS buy into an unrealized position worth about $5.4 million, while Arthur Hayes said EUR/JPY is the macro indicator he is watching most closely.

X Money may eventually let users connect AI agents to help manage funds, according to Nima Owji. The feature has not been officially released, and its launch timing and final details remain unconfirmed.

X Money AI agent link remains unconfirmed

Owji’s disclosure framed the feature as a future capability rather than a live product. Based on the information available, X Money could allow users to connect artificial intelligence agents that would assist with handling funds, but no rollout schedule has been provided.

Willy Woo says Bitcoin may be moving beyond the four-year cycle

On-chain analyst Willy Woo said Bitcoin has long been shaped by halving-driven supply shocks, creating a cycle of roughly four years. He argued that the internal effect of halving is fading as Bitcoin’s annual new supply rate has fallen to about 0.8% and is set to drop to 0.4%.

Woo added that traditional financial markets typically follow a 6-8 year short-term debt cycle. In his view, Bitcoin may now be in a transition from the four-year pattern toward a 6-8 year cycle.

Data shows most once-popular tokens remain deep below prior highs

A report cited from Pengpai Meishuke said the global cryptocurrency market cap climbed to $2.62 trillion in 2021, marking a historic peak. Five years later, Bitcoin, Ether and Tether still form the market’s three largest pillars. As of Aug. 31, 2026, the three together accounted for about 78% of total global crypto market value, with Bitcoin alone making up nearly 60%.

The same report said that among the cryptocurrencies that ranked in the top 100 in 2021, only 12 have delivered positive returns so far. Another three no longer have valid price quotes, and nearly 60% have fallen by more than 90% on a cumulative basis.

BTC rises above $80,000

HTX market data showed BTC breaking above $80,000 and trading at $80,000.00, up 3.62% over 24 hours.

Nikkei says Bitcoin could face headwinds in autumn

Nikkei reported that Bitcoin’s price rebound has lacked follow-through. The token was bought in August as part of a weaker-dollar trade, but the move proved short-lived, and expectations for U.S. rate hikes are now weighing on the asset.

The report said the market broadly expects Bitcoin to top out in autumn, with the U.S. midterm elections in November as one factor under watch. In past midterm election years, prices have tended to fall from September through year-end. The decline was 45% in 2018 and 18% in 2022.

Japanese crypto market analyst Yoshifumi Nishiyama warned that 「if expectations for U.S. rate hikes rise sharply, Bitcoin could fall back into the $50,000 range」. He also said expected IPO activity in autumn from companies such as OpenAI and Anthropic 「could draw away ambitious investment capital and become a burden on Bitcoin」.

Bonk Guy says the market has not fully priced in a BNB trade

Crypto trader Unipcs, also known as Bonk Guy, said on social media that the market has not paid enough attention to a BNB-related trade. He said he had flagged opportunities tied to Robinhood several times before and that those calls were later validated by the market. He now believes a BNB trade may be close.

TechFlow added that Binance co-founder He Yi followed Unipcs on X earlier in the day.

Lookonchain says WLFI adviser ogle is up more than 1,000x on PONS

Lookonchain said WLFI adviser ogle, whose account is @cryptogle, posted an outsized gain through trading PONS.

The data showed that ogle spent $4,997 to buy 10.607 million PONS when the token’s market cap was about $470,000. That portion of the position is now worth about $5.4 million, implying a gain of roughly 1,080x. Lookonchain said ogle currently holds 10.9 million PONS valued at about $5.58 million.

Ai Yi tracks Machi’s BTC and ETH long positions

On-chain analyst Ai Yi said Machi lost $6.161 million over the past seven days, made $4.202 million over the past 30 days, and has an accumulated account loss of $30.7 million.

Machi still holds BTC and ETH long positions worth about $128 million. Of that, a 39,100 ETH long is showing an unrealized loss of $980,000, with a liquidation price of $2,342.78, about $60 away from the current price. A 440 BTC long is showing an unrealized profit of $175,000.

Arthur Hayes is watching EUR/JPY

BitMEX co-founder Arthur Hayes said the key macro indicator he is watching now is the euro-yen exchange rate. He expects EUR/JPY to fall from around 185 to 140 or lower by next June, and said that move would signal a sharp increase in U.S. dollar liquidity.

Hayes said U.S. policy is pushing the yen stronger and the euro lower, and could add dollar liquidity through Federal Reserve tools to stabilize the U.S. Treasury repo market. He added that if stress hits the French banking system and repo financing supply shrinks, the Fed may expand reserve management purchases, bringing more dollar liquidity into the system.

On crypto positioning, Hayes said he remains structurally long Bitcoin and continues to watch Ether, Ethena and Ether.fi.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.
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