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The Four Year Cycle Is Not Broken | Matthew Mezinskis

The Four Year Cycle Is Not Broken | Matthew Mezinskis

What Bitcoin Did · Danny Knowles

March 5, 20261h 16m

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Show Notes

<p>"Statistically, right now, we are basically at the bottom. This is as cheap as Bitcoin gets." </p> <p>Matthew Mezinskis is a macroeconomic researcher, host of Crypto Voices and one of the leading voices on Bitcoin's power law and global money supply data. </p> <p>In this episode, we dig into why Bitcoin's quantile regression is showing we're scraping the absolute floor, why the four-year cycle is completely intact despite everyone calling it dead last year, and what the Fed's balance sheet actually tells us about where Bitcoin goes next. </p> <p>In this episode: </p> <p>• The Power Law: Why Bitcoin at $63k represents the cheapest level relative to trend in its entire history, and what the quantile regression is actually showing </p> <p>• The Four-Year Cycle: How the 2024-2025 price action perfectly follows prior cycles despite the "cycle is dead" narrative. </p> <p>• The 550k Projection: What the power law projects for Bitcoin by 2029-2030.</p> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://bitkey.world/"><strong>BITKEY</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.cluborange.org/"><strong>CLUB ORANGE</strong></a></p> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/_DannyKnowles">https://x.com/_DannyKnowles</a> or <a href="https://primal.net/danny">https://primal.net/danny</a></p> <p>Matthew Mezinskis: <a href="https://x.com/1basemoney">https://x.com/1basemoney</a></p>