Uploaded July 2025 | Updated September 2026, 2 weeks ago
Hey gang, Ross Brand with your Bitcoin Universe Daily Update for Tuesday, July 29, 2025!
Today's top story is a major challenge to a long-held belief in the crypto world: Is Bitcoin's famous 4-year cycle truly dead? We dive into a bold claim from a major institutional player that's betting big on a new timeline for Bitcoin's next peak.
**📈 BITCOIN's 4-Year Cycle is DEAD?! Bitwise Bets on 2026!**
Many analysts have historically banked on Bitcoin peaking in 2025, following its predictable 4-year cycle linked to halving events. However, Bitwise is shaking things up with a controversial claim: its Chief Investment Officer (CIO) suggests the 4-year cycle is dead, and is instead betting everything on 2026 for the real peak of the current cycle. This challenges the very foundation of how many investors predict Bitcoin's movements, with Bitwise presenting solid arguments to back up their unconventional view.
**⚫ BLACKROCK'S IBIT HITS 304,000 BTC!**
BlackRock’s spot Bitcoin ETF (IBIT) continues its staggering accumulation, now holding over 304,000 BTC! This puts IBIT on par with major crypto-native giants like MicroStrategy and Robinhood. This isn't just about making Bitcoin accessible; it's about the significant concentration of Bitcoin in the hands of major institutions, signaling serious capital commitment. As Bloomberg’s Eric Balchunas notes, “IBIT’s rise has been staggering — this is no longer just a bridge for retail, it’s a vault for serious capital.”
**📉 COINBASE BITCOIN PREMIUM UNDER PRESSURE!**
Coinbase has enjoyed a 60-day streak of Bitcoin trading at a premium, indicating strong U.S. demand. However, that streak may soon end as analysts observe a softening in buying pressure. This potential cooling could point to a shift in institutional or high-net-worth appetite and is a crucial real-time sentiment gauge that many traders are watching closely.
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**📌 Also Worth Noting:**
* Billionaire Ray Dalio recommends a 15% portfolio allocation to Bitcoin or gold for long-term investors seeking protection from fiat currency devaluation.
* A new report shows Bitcoin’s 10-year correlation to the Nasdaq is strengthening — a clear sign of its growing ties to mainstream finance.
---
**Timestamp Quick Links:**
0:00 - Intro & Today's Top Stories
0:20 - Bitcoin's 4-Year Cycle Debate
0:58 - BlackRock IBIT's Massive BTC Holdings
1:18 - Coinbase Bitcoin Premium Cooling
1:45 - Ray Dalio's Allocation Advice
1:58 - Bitcoin's Strengthening Nasdaq Correlation
2:08 - Outro & Find More
---
**🚀 Don't Miss Out on Bitcoin Insights!**
Subscribe to Bitcoin Universe for daily updates that track what matters in Bitcoin and help you make sense of the volatile crypto market.
👉 Find more in-depth analysis on Substack: rossbrandbitcoin.substack.com
**🔗 Connect with Ross Brand:**
* X: https://x.com/irossbrand
* LinkedIn: linkedin.com/in/rossbrand
**#Bitcoin #BTC #CryptoNews #BitcoinCycle #4YearCycle #Halving #MattHougan #Bitwise #BlackRock #IBIT #BitcoinETF #InstitutionalCrypto #Coinbase #BitcoinPremium #USDemand #MarketSentiment #RayDalio #PortfolioAllocation #Nasdaq #MainstreamFinance #MarketUpdate #DigitalAssets #Investment #RossBrand #BitcoinUniverse**
**Disclaimer:** Bitcoin Universe is for informational purposes only and does not constitute investment advice. Always do your own research before making investment decisions.
Hey gang, Ross Brand with your Bitcoin Universe Daily Update for Tuesday, July 29, 2025!
Today's top story is a major challenge to a long-held belief in the crypto world: Is Bitcoin's famous 4-year cycle truly dead? We dive into a bold claim from a major institutional player that's betting big on a new timeline for Bitcoin's next peak.
**📈 BITCOIN's 4-Year Cycle is DEAD?! Bitwise Bets on 2026!**
Many analysts have historically banked on Bitcoin peaking in 2025, following its predictable 4-year cycle linked to halving events. However, Bitwise is shaking things up with a controversial claim: its Chief Investment Officer (CIO) suggests the 4-year cycle is dead, and is instead betting everything on 2026 for the real peak of the current cycle. This challenges the very foundation of how many investors predict Bitcoin's movements, with Bitwise presenting solid arguments to back up their unconventional view.
**⚫ BLACKROCK'S IBIT HITS 304,000 BTC!**
BlackRock’s spot Bitcoin ETF (IBIT) continues its staggering accumulation, now holding over 304,000 BTC! This puts IBIT on par with major crypto-native giants like MicroStrategy and Robinhood. This isn't just about making Bitcoin accessible; it's about the significant concentration of Bitcoin in the hands of major institutions, signaling serious capital commitment. As Bloomberg’s Eric Balchunas notes, “IBIT’s rise has been staggering — this is no longer just a bridge for retail, it’s a vault for serious capital.”
**📉 COINBASE BITCOIN PREMIUM UNDER PRESSURE!**
Coinbase has enjoyed a 60-day streak of Bitcoin trading at a premium, indicating strong U.S. demand. However, that streak may soon end as analysts observe a softening in buying pressure. This potential cooling could point to a shift in institutional or high-net-worth appetite and is a crucial real-time sentiment gauge that many traders are watching closely.
---
**📌 Also Worth Noting:**
* Billionaire Ray Dalio recommends a 15% portfolio allocation to Bitcoin or gold for long-term investors seeking protection from fiat currency devaluation.
* A new report shows Bitcoin’s 10-year correlation to the Nasdaq is strengthening — a clear sign of its growing ties to mainstream finance.
---
**Timestamp Quick Links:**
0:00 - Intro & Today's Top Stories
0:20 - Bitcoin's 4-Year Cycle Debate
0:58 - BlackRock IBIT's Massive BTC Holdings
1:18 - Coinbase Bitcoin Premium Cooling
1:45 - Ray Dalio's Allocation Advice
1:58 - Bitcoin's Strengthening Nasdaq Correlation
2:08 - Outro & Find More
---
**🚀 Don't Miss Out on Bitcoin Insights!**
Subscribe to Bitcoin Universe for daily updates that track what matters in Bitcoin and help you make sense of the volatile crypto market.
👉 Find more in-depth analysis on Substack: rossbrandbitcoin.substack.com
**🔗 Connect with Ross Brand:**
* X: https://x.com/irossbrand
* LinkedIn: linkedin.com/in/rossbrand
**#Bitcoin #BTC #CryptoNews #BitcoinCycle #4YearCycle #Halving #MattHougan #Bitwise #BlackRock #IBIT #BitcoinETF #InstitutionalCrypto #Coinbase #BitcoinPremium #USDemand #MarketSentiment #RayDalio #PortfolioAllocation #Nasdaq #MainstreamFinance #MarketUpdate #DigitalAssets #Investment #RossBrand #BitcoinUniverse**
**Disclaimer:** Bitcoin Universe is for informational purposes only and does not constitute investment advice. Always do your own research before making investment decisions.
