How Institutional Inflows are Breaking the Bitcoin Four Year Cycle
summary
Claims that massive institutional ETF flows — led by BlackRock IBIT — create a persistent liquidity base that dampens volatility and has made the canonical four‑year cycle disjointed rather than dead. Data point: ETF inflows average about three times higher than new Bitcoin issuance, forcing a supply squeeze. Network metrics show rising hash rate and difficulty, triggering a mining shakeout that leaves only low‑cost, low‑leverage operators for the infrastructure‑grade shift of 2026.
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