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The DeFi Report · June 24 · 46 min

Why does BTC continue to track the 4-Year Cycle?

Bitcoin’s 4-year cycle may look arbitrary, but the data tells a deeper story. Ryan and Mike break down how leverage, credit, stablecoins, DeFi loans, miners, and Strategy drive crypto’s recurring booms and busts, and whether one final domino still needs to fall. ---- 📣GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/Galaxy ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 5:21 Bitcoin’s Capital Base 15:00 Leverage Drives the Premium 20:07 Stablecoins and VC Flow 23:08 On-Chain Loan Cycles 26:08 Perps and Treasury Leverage 32:14 Deleveraging and Hidden Risks 34:29 Miner Capitulation 37:12 Why Four Years? 40:08 ETH and Solana Positioning ---- Not financial or tax advice. For educational purposes only.

0:00-46:57
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Bitcoin’s 4-year cycle may look arbitrary, but the data tells a deeper story. Ryan and Mike break down how leverage, credit, stablecoins, DeFi loans, miners, and Strategy drive crypto’s recurring booms and busts, and whether one final domino still needs to fall.

----
📣GALAXY | INSTITUTIONAL DIGITAL FINANCE

https://bankless.cc/Galaxy            


----

🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE

https://thedefireport.cc/tdr-rss

https://thedefireport.io/friends

https://thedefireport.transistor.fm/

https://x.com/the_defi_report

https://x.com/JustDeauIt


----

TIMESTAMPS


0:00 Intro

5:21 Bitcoin’s Capital Base

15:00 Leverage Drives the Premium

20:07 Stablecoins and VC Flow

23:08 On-Chain Loan Cycles

26:08 Perps and Treasury Leverage

32:14 Deleveraging and Hidden Risks

34:29 Miner Capitulation

37:12 Why Four Years?

40:08 ETH and Solana Positioning


----

Not financial or tax advice. For educational purposes only.

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