“The 4-Year Bitcoin Cycle Is DEAD! Here’s What Replaces It" | James Lavish

On Bitcoin

Guest James Lavish · not counted as The Wolf Of All Streets' view.

Views

• Next months (next 2–6 months): Leans up (timeframe is our reading): once we get through that 100,000 mental level, I think we're going to get right back up toward that all-time high ▶ 1:01:28
• This cycle (next 6–18 months): Expects up (timeframe is our reading): I don't think we ever got out of a structural bull market for Bitcoin because we have so many things that are going for it ▶ 01:57

If this, then that

• If No splash of liquidity added to the system soon, then 80–100k (next weeks): if we don't have a splash of liquidity soon, I see Bitcoin drifting a little bit lower maybe and then grinding sideways between 80 and 100,000 for a little bit ▶ 59:44
• If Clear liquidity is added to the system, then 150–180k (next months, by next year): when that does happen, I expect us to reach new highs again. You know, I would not be surprised whatsoever to see Bitcoin at 150 or 180,000 dollars next year. ▶ 1:00:05
• If Bitcoin gets through the 100,000 mental level, then no target given (next months): once we get through that 100,000 mental level, I think we're going to get right back up toward that all-time high ▶ 1:01:28

Levels named

• 150–180k: Target (liquidity expansion expected next year): when that does happen, I expect us to reach new highs again. You know, I would not be surprised whatsoever to see Bitcoin at 150 or 180,000 dollars next year. ▶ 1:00:05
• 80–100k: Support (Bitcoin grinds sideways in this range until liquidity is added): if we don't have a splash of liquidity soon, I see Bitcoin drifting a little bit lower maybe and then grinding sideways between 80 and 100,000 for a little bit ▶ 59:44
• 100k: Resistance (mental level where OGs and funds sell before the move toward the all-time high): once we get through that 100,000 mental level, I think we're going to get right back up toward that all-time high ▶ 1:01:28

Their own position: Not said.

Dates named

• New Fed chair replacing Powell, undated: Powell, his term is over this spring. And so, by May, we're going to have a new chair of the Fed,
• 2026 midterms and the Fed's liquidity response, undated: we're going to go into midterms, and we have a a political atmosphere that's changing rapidly at the Fed.