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🧠 My FREE Daily 5-Min Crypto Newsletter: https://www.cryptonutshell.com/subscribe ⮕ 🔒 Cold Storage Wallet: https://ledger.pxf.io/aOZEeQ ⮕ 💰 Get Up To $200 With Coinbase: https://coinbase-consumer.sjv.io/R59WLg Lyn Alden just dismantled one of the most sacred narratives in crypto — the four-year halving cycle. In her latest interview, she makes the case that the halving no longer has the mathematical weight to drive Bitcoin's price action. OG selling, liquidity dynamics, and the business cycle have quietly taken over as the dominant forces. And when you look at the numbers, it's hard to argue with her. But that's only part of the story. Lyn also explains why this cycle has been a disappointment for so many investors despite everything going right on paper — ETF launches, a pro-crypto administration, corporate treasury buyers, and the most institutional infrastructure Bitcoin has ever had. The answer comes down to one thing: demand. Retail never showed up. Sovereign buyers stayed cautious. And AI pulled speculative capital into a completely different trade. The most fascinating part of the conversation is where Lyn connects AI to Bitcoin's long-term value thesis. She lays out a framework showing how AI acts as a disinflationary force on white-collar labor, driving down the cost of automatable services while the fiat system continues to expand. That widening gap between money supply growth and productivity doesn't hurt scarce assets — it supercharges them. And Bitcoin sits at the very top of that scarcity spectrum. We've layered in fresh on-chain data from Glassnode and VanEck, the latest ISM manufacturing numbers showing the first expansion in 12 months, and updated institutional flow data to build a fuller picture of where we actually are in this cycle. Timestamps: 0:00 Why This Cycle Disappointed 1:24 Lyn Alden on Weak Demand and Misaligned Expectations 5:14 The On-Chain Data Behind the Rotation 6:50 Lyn Alden on Why the 4-Year Cycle Is Dead 10:52 The ISM Signal Nobody Is Watching 12:40 Lyn Alden on AI and the Scarcity Spectrum 15:14 Why AI Makes Bitcoin More Valuable, Not Less #Bitcoin #Crypto #ethereum Lyn Alden: "This cycle was a disappointment" [NEW Bitcoin & Crypto Prediction 2026]