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- Bitcoin's Future Breaks from the Past as Old Coins Resurface and Institutions Take Over
Bitcoin's Future Breaks from the Past as Old Coins Resurface and Institutions Take Over
Bitcoin’s traditional cycles are being challenged as major players forecast new patterns, long-dormant hacked funds re-emerge, and early adopters voice concern over the asset’s changing identity.
What we will talk about today...
Bitcoin’s “Up Year” Could Be 2026, Not 2025
Bitcoin OGs Losing Faith? Not Everyone Buys It
$9.4B Bitcoin Sale Tied to Forgotten 2011 Hack Raises Alarms

Bitwise says the four-year cycle is dead, and Bitcoin’s rally may stretch longer than expected.
🚨DID I HEAR SUPER CYCLE???
The four-year cycle is dead and adoption killed it.
@Matt_Hougan says we're going higher in 2026.
Early profit takers will be left behind!!!
Full break down with @JSeyff and @Matt_Hougan in comments👇
— Kyle Chassé / DD🐸 (@kyle_chasse)
11:01 AM • Jul 25, 2025
2026 Uptrend Expected: Bitwise CIO Matt Hougan says Bitcoin will likely see its biggest gains in 2026.
Four-Year Cycle Obsolete: He claims the halving is “half as important” each time, and rate cuts could fuel crypto.
Regulatory Clarity Boosts Confidence: Improved regulations reduce “blow-up risk” and support long-term growth.
“I bet 2026 is an up year... The long-term pro-crypto forces will overwhelm the classic four-year cycle.”
Matt Hougan, Bitwise CIO

Bitcoin OGs Losing Faith? Not Everyone Buys It
A claim that early Bitcoin whales are giving up has split the crypto community.
I rarely disagree with you strongly but this is one of those moments.
People make a personal decision to sell some of all their coins for a myriad of reasons that have nothing to do with the asset or protocol.
Everyone dies. At some point, investment returns become irrelevant.
— Mike Alfred (@mikealfred)
2:45 PM • Jul 26, 2025
Faith in Bitcoin Shaken: Analyst Scott Melker says some early whales are selling out as institutions flood in.
Not Everyone Agrees: Critics argue sales are personal, not ideological. “Everyone dies,” says Mike Alfred.
Big Names Exiting: Influential OGs like Willy Woo and PlanB have sold BTC or switched to ETFs.
I rarely disagree with you strongly but this is one of those moments.
People make a personal decision to sell some of all their coins for a myriad of reasons that have nothing to do with the asset or protocol.
Everyone dies. At some point, investment returns become irrelevant.
— Mike Alfred (@mikealfred)
2:45 PM • Jul 26, 2025
“Bitcoin is amazing, but it’s obviously been co-opted to some degree.” Scott Melker
“Respect to the early whales… The world needs Bitcoin more than ever.” Matt Hougan

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Galaxy Digital's massive OTC deal may involve stolen funds from a defunct early exchange.
Dormant Coins Reactivated: 80,000 BTC sold this week came from wallets untouched since 2011.
Tied to MyBitcoin Hack: Analysts say the wallets link to the hacked MyBitcoin exchange from over a decade ago.
Due Diligence in Question: Galaxy has not confirmed vetting the seller or source of funds.
“There’s no indication Galaxy verified the source of the coins.”
Ki Young Ju, CryptoQuant CEO

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This article is not financial advice. Market conditions can change rapidly, and past performance does not guarantee future results