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6 min read
// 22 · macro

Crypto market cycles

Crypto moves in waves — roughly four-year cycles anchored to Bitcoin's halving. Knowing where you are matters more than picking coins.

> The rhythm

Historically each cycle has four phases: accumulation (boring, cheap), markup (BTC leads, then ETH, then alts), euphoria (retail piles in, everything +10x), and capitulation (drawdown of 70-90%). The pattern isn't guaranteed but it has held across three prior cycles.

> The halving

Every ~4 years, Bitcoin's block reward is cut in half. This shrinks new BTC supply and has historically preceded major bull runs by 6-18 months. It's not magic — it's a supply shock in a market where marginal buyers matter.

> How to use this

Don't try to time exact tops or bottoms — nobody does it well. Instead, ask 'where in the cycle am I probably buying?'. Buying in euphoria and selling in capitulation is how most retail loses. The reverse — dollar-cost averaging through boring periods — is how most patient buyers win.