@CZ and Cathie Wood are both pointing toward the possibility of a Bitcoin supercycle — and that’s a narrative the market hasn’t seen in years.
At Bitcoin MENA 2025, CZ suggested that shifting U.S. policies under Trump, combined with consistent institutional inflows, could push this bull run beyond the usual halving rhythm.
He compared the idea to gold’s long, steady climb rather than the sharp boom-bust patterns crypto is known for.
Cathie Wood echoed the sentiment in a Fox Business interview, highlighting:
• Bitcoin’s decreasing volatility
• Its growing behavior as a risk-on macro asset
• Disruption of the traditional four-year market cycle
• Strong adoption through spot ETFs and policy tailwinds
Bitcoin currently sits near $90,600, cooling off after tagging the $100K zone — but both leaders emphasized that broader adoption may matter more than short-term price swings.
A supercycle isn’t guaranteed, but the alignment of policy support, institutional demand, and maturing market structure is something the previous cycles never had.
If Bitcoin keeps behaving like a macro asset with real liquidity depth, the old playbook may not fully apply this time.
Do you think the halving cycle is weakening, or will history repeat again?
