$LUNA
CZ nuclear-level statement! Is the four-year cycle of Bitcoin coming to an end? Is a super cycle on the way?
At the Bitcoinmena conference, CZ made shocking remarks: the long-standing four-year halving cycle of Bitcoin may become a thing of the past. The crypto market is about to enter a super cycle led by institutions!
In the past, BTC bull and bear markets relied entirely on the halving rhythm: supply halved → scarcity maximized → bull market erupted → bear market cooled, repeating endlessly. But now the rules of the game have changed! Institutional funds are pouring in wildly, global macro policies are shifting, and the small cycles dominated by retail investors have long been broken. Traditional finance and the crypto ecosystem are deeply intertwined, and a new track has officially begun.
Even more severe is the irreversible shrinkage of BTC supply: over 4 million coins are permanently dormant due to lost private keys and damaged hard drives, accounting for nearly 20% of the total issuance. The case of a British programmer mistakenly throwing away an $850 million Bitcoin hard drive still evokes sighs today. Meanwhile, giants like BlackRock and Fidelity are continuing to increase their holdings through ETFs, tightening liquidity further.
ETH is also closely following suit! On December 8, BlackRock just transferred 24,000 ETH worth about $78.3 million to Coinbase, with holdings skyrocketing 252.3% this year, approaching a total of 3.8 million coins. As the king of smart contracts, ETH caters to the core demand for stablecoins and RWA tokenization, becoming the second-largest crypto asset in institutional layouts—BTC defines digital gold, while ETH builds decentralized financial infrastructure.
Halving failure + supply contraction + institutional frenzy, can CZ's parable of the super cycle really materialize? Who can carry the banner of the next bull market, BTC or ETH?
