GM. This is the Never Die Newsletter, where I share whatever crypto news and content I feel like, every week, short and sweet, right to your beautiful little inbox.

This week we have:

In this video, I explain why I believe an AI super bubble is coming and how I’m positioning my portfolio for it. I break down what I’m buying today, why I’m scaling in instead of going all in, and how I’m managing risk while crypto remains below key levels.

For the past two years, every macro analyst on Twitter claimed that Bitcoin had outgrown its traditional four year halving cycle. The new narrative was all about global liquidity correlation, institutional ETF inflows, and a permanent super cycle. But the market just handed everyone a brutal reality check. Here is why the old school cycle is still undefeated and what it means for the rest of 2026:

The 4 Year Clock Remains Undefeated: Since Bitcoin’s inception, its price action has been ruthlessly dictated by a four year rhythm tied to the halving. Every single time, we see a year of aggressive expansion, followed by a painful bear market year, followed by accumulation and recovery. Despite Wall Street entering the space, Bitcoin is behaving exactly the way it always has.

The Global Liquidity Hype Was Wrong: At the top of the market, the consensus was that global liquidity trends had completely taken over Bitcoin's price action. Influencers and analysts promised that as long as central bank balance sheets expanded, crypto wouldn't crash. That turned out to be peak hype. The super cycle narrative blinded people to the reality that crypto still moves in massive, predictable waves of overextension and correction.

Peak Fear Reality: Fast forward to today, and the market is completely paralyzed by peak fear. Bitcoin has officially broken $60K, and we are now roughly 8 months into a grinding bear market. The euphoria of last year is completely gone, retail volume has dried up, and sentiment is back in the gutter, which is exactly what a textbook cycle alignment looks like at this stage.

Why Q4 is the Ultimate Turning Point: If the historical four year cycle continues to hold out, this pain has an expiration date. Historically, the capitulation and boring sideways grind of the bear market year starts to exhaust itself by late autumn. If the rhythm remains true to form, Q4 of this year should mark the definitive turning point where crypto bottoms out and begins its next multi-year accumulation phase.

Sitting sub $60K eight months into a bear market is painful, but history shows that the four year cycle is still heavily in play. If this historical rhythm holds out, Q4 of this year will be the major turning point for the market. This makes the current downturn the perfect opportunity to filter out the noise and scale into your highest conviction positions while prices are low, positioning yourself perfectly before the cycle inevitably shifts gears.