RYAN SΞAN ADAMS
@RyanSAdams
Crypto investor going bankless. 🏴
参加 April 2008
2.5K フォロー中 276.7K ファン
Number 1 rule in crypto:
Don't fade the cycle
NEW REPORT: Why does bitcoin:native continue to track the 4-Year Cycle?
Bitcoin’s 4-year cycle may look arbitrary, but the data tells a deeper story. @JustDeauIt and @RyanSAdams 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.
[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
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