Bitwise Says Bitcoin's 4-Year Cycle Is Breaking — 2026 Won't Look Like the Past
For over a decade, Bitcoin followed a predictable rhythm: boom, bust, repeat every four years. Now Bitwise says that cycle is breaking — and if they're right, the playbook most investors are running is already obsolete.
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Analysis for readers who don't need the hand-holding
JA's Lookout is an independent publication covering Bitcoin, artificial intelligence, and emerging technology for readers who already understand the basics and want the next layer — the incentives beneath the press releases, the contradictions inside the consensus narrative, and the structural forces that determine outcomes before most people notice them.
Most crypto and tech coverage oscillates between unearned optimism and reflexive panic. The goal here is neither. The goal is precision: what is actually happening, why it matters, and what the dominant framing is missing.
Written from Dubai, with a particular focus on how these technologies intersect with real-world markets — including what the Gulf's approach to digital assets and AI infrastructure reveals about the gap between adoption hype and adoption reality.