Why This Crypto Cycle Is Unstoppable (YES, This time is different)
ETFs, legislation, institutional, and governmental FOMO are here to stay.
As we wrap up this week and look ahead, it’s hard to ignore the seismic shifts happening in the crypto world. While skeptics might still argue that “this time isn’t different,” let me remind you of a few macro fundamentals that truly set this cycle apart.
Please feel free to share this post with anyone you know who is not aware of what is happening here.
1. A Pro-Crypto Administration
Let’s start with a simple question:
Who was the pro-crypto president last cycle talking about making the U.S. the crypto capital of the world?
The answer? There wasn’t one.
This cycle, we’re witnessing unprecedented momentum in Washington. With the Bitcoin Act on the table and discussions around the U.S. holding Bitcoin as a reserve asset, it’s clear that the narrative has shifted. This isn't just rhetoric—it's the groundwork for positioning the U.S. as a leader in the global crypto economy.
2. Institutional Embrace Like Never Before
Last cycle, institutional involvement was more speculative. Companies like Tesla made headlines with their Bitcoin purchases, but how many major institutions were openly accumulating and holding crypto assets?
Compare that to now:
Bitcoin ETFs breaking records.
Firms like BlackRock signaling their confidence with filings for spot Bitcoin ETFs was just the start.
Institutions not just buying Bitcoin but expanding into altcoins like ADA and XRP, as whale activity suggests.
This is a step-change in adoption that extends well beyond retail speculation.
3. Record-Breaking ETF Activity
Let’s not forget the WisdomTree Spot XRP ETF filing, a groundbreaking move that highlights how far the industry has come since last cycle. Combine this with multiple spot Bitcoin ETF filings and the buzz around altcoin ETFs, and you have a market that is structurally integrating crypto into mainstream finance.
Ask yourself: What ETFs were even possible last cycle, let alone breaking records?
4. A Bullish Crypto Czar and Bullish SEC Chair
Last cycle, regulatory uncertainty reigned supreme. This time, we’re seeing advocates like Paul Atkins, former SEC commissioner and crypto proponent, in positions of influence. If the Trump administration brings Atkins to the helm, it could mark the beginning of a more favorable regulatory environment for crypto in the U.S. And let’s not forget the new crypto czar, David Sacks.
5. Legislation in Motion
In addition to executive support, we have crypto-friendly legislation making waves. From tax clarity to blockchain integration in traditional systems, the policy landscape is evolving in ways that simply weren’t on the table during previous cycles.
6. Macro Fundamentals Align
The broader economic backdrop also matters:
Global de-dollarization is creating tailwinds for Bitcoin as an alternative reserve asset.
Inflation concerns are driving institutional and individual investors toward deflationary assets like Bitcoin.
The impending halving event is primed to coincide with these macroeconomic shifts, amplifying the supply shock narrative.
Price Context and What’s Next
Let’s tie this back to what we’ve seen on the charts.
Bitcoin recently broke $100k, with targets still in play for $110k in the short term.
XRP is up 400% in weeks, ADA following closely with a 300% surge, and we’re just beginning to enter altcoin season, as confirmed by Bitcoin dominance data.
All of this is happening before the ETFs are approved, legislation is finalized, or the U.S. formally embraces Bitcoin at a state level.
This is why it’s critical to prepare. Bull markets don’t wait—they explode. If you’re not ready, you risk being left behind, twiddling your thumbs as the market runs away from you.
This Time Truly Is Different
So when someone says, “This cycle is the same as last time,” ask them these questions:
Who was the pro-crypto president last cycle?
What Bitcoin ETFs were breaking records?
What institutions were openly accumulating altcoins?
Who was the bullish crypto czar?
What president was advocating for a U.S. Bitcoin reserve?
Who was pushing crypto-friendly legislation?
The answers to these questions will tell you everything you need to know about why this time is different.
Let’s embrace the journey ahead—with all its dips and consolidations—and prepare for the parabolic moves to come.
Stay macro-focused. Stay prepared. Stay bullish.
God bless,
Dan Gambardello
Amazing!
Woot! Great info