Bitcoin is creeping back toward $100K and most people aren’t ready.
The 4-year cycle narrative is fading.
Gold’s multi-year setup before its 2025 breakout reveals something critical.
The Iranian rial’s collapse reveals the end game.
2026 might get wild 🧵👇
Every cycle-trained Bitcoiner is asking the same question:
Is this just another bear market rally before the real crash?
That question made sense in a world of clean four-year rhythms.
But that world may already be gone.
The missing piece in 2025 wasn’t demand.
It was expectations.
No blow-off top.
No euphoric frenzy to punish.
Capital didn’t leave Bitcoin.
It paused.
A sitting head of state was removed overnight.
Control of energy, minerals, and infrastructure shifted in hours.
No war. No negotiation. No drawn-out collapse.
That’s not noise.
That’s the global power board moving.
Bitcoin exists for moments like this 🧵👇
This wasn’t about removing a dictator.
It was about securing leverage.
When monetary credibility weakens, systems don’t heal gracefully.
They consolidate control over what still enforces power.
In stressed monetary systems, power migrates.
Away from promises.
Away from paper claims.
Toward things that still enforce outcomes:
Four major institutions all moved toward Bitcoin immediately after the market forced out its weakest holders.
The timing wasn’t subtle.
What happened these last two weeks didn’t feel like random volatility.
It felt like the closing chapter of a classic Wall Street shakeout. 🧵👇
Start at the beginning:
A November dump big enough to flush leverage, trigger redemptions, and force weak hands out of the ETF complex.
Billions flowed out at the exact moment the market was most fragile.
That wasn’t the end of anything.
It cleared the runway.
Once the market was weakened, the November FUD sequence hit — right after the October stablecoin depeg softened the ground: