Uploaded August 2025 | Updated September 2026, 2 hours ago
In this episode, author of Bitcoin Supercycle Michael Terpin explains why he believes the four-year Bitcoin cycle is still intact. He outlines his view that Bitcoin operates in "seasons" (spring, summer, fall, winter), with predictable post-halving behavior and diminishing returns. While macro forces and ETF inflows may distort short-term sentiment, Michael argues that human psychology and market structure still drive cyclical corrections. Enjoy!
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Follow Michael: https://x.com/michaelterpin
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Supply Shock Newsletter: blockworks.co/newsletter/supplyshock
Supply Shock Survey: bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6
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Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF
blockworks.co/event/digital-asset-summit-2025-london
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Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.
Visit ledn.io to learn more.
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Timestamps:
00:00 Introduction
01:37 Debating the Bitcoin Supercycle
09:08 Early & Future Bitcoin Adoption
11:30 Ledn Ad
12:09 Early & Future Bitcoin Adoption
13:52 Political Influence on Bitcoin
18:31 Bitcoin's Seasonal Patterns
25:29 Ledn Ad
26:17 Ethereum & Altcoins
30:08 Innovations & Failures in Crypto
44:05 The Concept of Bitcoin Supercycle
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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Bitcoin #Crypto #SupplyShock
In this episode, author of Bitcoin Supercycle Michael Terpin explains why he believes the four-year Bitcoin cycle is still intact. He outlines his view that Bitcoin operates in "seasons" (spring, summer, fall, winter), with predictable post-halving behavior and diminishing returns. While macro forces and ETF inflows may distort short-term sentiment, Michael argues that human psychology and market structure still drive cyclical corrections. Enjoy!
—
Follow Michael: https://x.com/michaelterpin
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: twitter.com/SupplyShockBW
Follow Blockworks: twitter.com/Blockworks_
Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
Supply Shock Newsletter: blockworks.co/newsletter/supplyshock
Supply Shock Survey: bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6
—
Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF
blockworks.co/event/digital-asset-summit-2025-london
—
Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.
Visit ledn.io to learn more.
—
Timestamps:
00:00 Introduction
01:37 Debating the Bitcoin Supercycle
09:08 Early & Future Bitcoin Adoption
11:30 Ledn Ad
12:09 Early & Future Bitcoin Adoption
13:52 Political Influence on Bitcoin
18:31 Bitcoin's Seasonal Patterns
25:29 Ledn Ad
26:17 Ethereum & Altcoins
30:08 Innovations & Failures in Crypto
44:05 The Concept of Bitcoin Supercycle
—
Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Bitcoin #Crypto #SupplyShock
