crypto cycle

Bitcoin

2026-10-17 00:54:12

Matthew Hyland says Bitcoin may need to top $350,000 before a 70%-80% bear market hits

Crypto analyst Matthew Hyland said Bitcoin could face a deep bear market in the coming years, with a drawdown of 70% to 80%. He argued, however, that strong support in the $100,000 to $125,000 range could limit how soon such a decline can happen. In his view, Bitcoin may first need to climb to $350,000 or even higher before there is enough room for the next major correction. Hyland also said the current cycle may last eight years rather than the traditional four-year pattern often discussed in the market. He linked that view to a macro headwind environment that, according to him, has lasted twice as long as in prior cycles. Based on that timeline, he expects Bitcoin could reach its cycle top in 2028.

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Changpeng Zha

2026-09-01 00:10:16

CZ says growth in his X followers has been an early signal in crypto cycles

Changpeng Zhao, better known as CZ, said growth in his follower count on X has repeatedly served as a relatively early market signal across multiple crypto cycles. The comment ties social media attention to the level of heat in the cryptocurrency market. Zhao is the founder of Binance, and changes in activity or metrics tied to his personal account are often watched by the crypto community as one reference point for gauging market sentiment. The remark was cited by Techub News, with CoinDesk referenced in the source material. No additional data or timeframe was provided in the brief.

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Crypto cycle

2026-08-13 04:12:08

Lao Bai on the next crypto cycle: VC labels fade, prediction markets are overheated, and Perp DEX competition narrows behind Hyperliquid

Crypto investor and researcher Lao Bai used a nearly two-hour conversation with 168X to lay out a blunt view of where the industry stands in August 2026 and what may still matter in the next cycle. His argument starts from the current washout: exchanges such as BitMEX and BitMart have stopped trading operations, former star products including Zapper and Fantasy Top are shutting down, and both talent and capital are drifting toward AI. In that setting, he says crypto has already “won” in one sense — Bitcoin ETFs exist, stablecoins have become important dollar infrastructure, traditional firms are building on-chain rails, and tokenized real-world assets are entering mainstream finance — yet many old participants still feel they lost because the era of effortless altcoin upside is gone. Lao Bai’s core judgments are sharp. He says issuing tokens is closer to taking on liabilities than raising capital. He expects the idea of a standalone “crypto VC” to gradually disappear as blockchain becomes embedded infrastructure rather than a self-contained sector. He sees stablecoins and perpetual futures as crypto’s two strongest native inventions, while arguing that prediction markets have genuine product-market fit but a much lower ceiling than perpetuals. On market structure, he expects Perp DEXs to consolidate into only a handful of winners, with Hyperliquid in the top tier and names such as Aster, Lighter, edgeX and Variational competing below it. He also argues exchanges should stop thinking of themselves as crypto-only venues and instead evolve toward a global risk-asset super app — a model he says Robinhood best represents today.

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South Korea

2026-07-17 02:19:13

Dovey Wan says South Korea may be one of the clearest top signals for global risk assets

Primitive Ventures founding partner Dovey Wan said in a post on X that South Korea may be one of the clearest indicators of late-cycle conditions in global risk assets. She linked that view to a pattern seen across crypto cycles, from the so-called kimchi premium to the current rush into “memory stocks.” According to Wan, the signal is not only about highly speculative local retail traders, but also about a market structure that amplifies that behavior. She pointed to South Korea’s launch of single-stock leveraged products on May 27, saying the underlying asset had already been rising at an almost vertical pace by that point. In her view, the timing matters: when leverage tools are added to the hottest names in an already crowded domestic market during a reflexive melt-up, the product launch itself can help mark a top. She added that in past crypto cycles, Korean exchanges often listed assets only after they had already gone parabolic elsewhere, leaving local retail traders as the final exit liquidity.

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Bitcoin

2026-07-09 16:26:13

Analyst Forecasts Bitcoin Cycle Top of $270K, Bottom Near $50K After 80% Pullback

Crypto analyst Justin Bennett predicts Bitcoin's current cycle top between $207K and $270K, followed by a bear market correction of 75%-80%, with a floor around $50K, aligning with the 'Illiquid Supply Floor' model's $39K-$50K range.

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CZ

2026-06-30 17:31:09

CZ on the Future: Crypto Cycles, 70/20/10 Portfolio, and Investments in Artificial Wombs and Knee Regeneration

In a comprehensive interview with Galaxy, Binance founder CZ shared his views on the current crypto market cycle, emphasizing higher bottoms each cycle and improved leverage control. He revealed Yzi Labs' investment framework: 70% crypto, 20% AI, 10% biotech, with specific investments in artificial womb technology (tested on mice) and 3D-printed knee cartilage regeneration. CZ discussed the inevitable convergence of traditional finance and crypto, the innovation of perpetual contracts, prediction markets, and Hyperliquid. He also contrasted AI risks (potential to destroy civilization) with crypto safety, urging careful AI regulation while noting that crypto flows will ultimately benefit from AI activity on-chain.

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CZ

2026-06-28 04:31:04

CZ in-Depth Interview: Market Cycle Bottom Rising, Crypto-TradFi Convergence, and AI/Biotech Investment Strategy

In a recent interview with Galaxy, Binance founder CZ shared his comprehensive views on the current crypto market cycle, noting a ~50% price correction but a rising bottom, with industry leverage under control. He emphasized that crypto and traditional finance are converging into a single fintech sector, with centralization and decentralization coexisting long-term. CZ also revealed Yzi's investment allocation: 70% crypto, 20% AI, 10% biotech, including early-stage projects like artificial womb and knee cartilage regeneration. On AI, he highlighted the superior accuracy of US large models but acknowledged Chinese models' progress, while warning that AI poses civilization-level risks unlike crypto. He concluded that while hot money flows to AI, it will ultimately flow through blockchain.

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