The podcast episode "Is the Cycle Over?" questions the traditional four-year Bitcoin cycle in light of corporate adoption, policy changes, and ETFs. Bryce and Anthony discuss Bitcoin's current valuation around $87,000, noting that many institutional investors consider it undervalued, especially for miners' profitability. They highlight Michael Saylor's continued Bitcoin purchases and gold's new all-time highs as indicators supporting the extension of the cycle. The conversation also covers Cathy Wood's prediction of $800,000 Bitcoin by 2030 and Eric Trump's involvement with Bitcoin, alongside NVIDIA's $2 billion investment into CoreWeave, influencing the Bitcoin mining landscape. The impact of recent winter storms on global hashrate and miners like CleanSpark and Riot is also examined.
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