Bitcoin, supercycle, and macro: October seasonality, ETF and treasury demand, gold strength, and a weakening DXY are colliding to rerate Bitcoin. If the halving "four-year cycle" is dead, investor psychology and capital allocation shift for good. We unpack institutional flows, adoption S-curve dynamics, and why 2026 could be the fourth straight year up for Bitcoin—shallower drawdowns, deeper conviction, structural repricing.

Joe Carlasare and Checkmate on What Bitcoin Did - https://www.youtube.com/watch?v=7vrH5_qdGP4 Mark Moss on The Bitcoin Archive - https://www.youtube.com/watch?v=Ef6m0umNdE0 The Hurdle Rate Ep. 29 - https://www.youtube.com/watch?v=b-_UvOwM3LE

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