
飞龙财经|Nov 28, 2025 03:37
2025.11.28 Macro Market Analysis
Morning, bros! Let’s talk about the market’s next moves.
(1) Has the 4-year cycle ended?
The traditional 4-year cycle is no longer valid. The drop to $80K a few days ago marked the end of one cycle, and now we’ve entered a new one.
(2) What are the characteristics of the new cycle?
The new cycle is led by traditional financial institutions, whereas the previous one was dominated by whales.
The cost for the main players in this new cycle is much higher. In the past, whales had a BTC cost of $1,000. Now, the whales—aka institutions—have a BTC cost of $80,000.
In this new cycle, altcoins are struggling because there are too many of them, most have no real value, and their hyped-up tech has collapsed. Compared to AI, which is actual productivity, blockchain altcoins are insignificant. So, it’s unlikely we’ll see an altcoin season in the future.
(3) How to view the new cycle
In the new cycle, the pace of the secondary market has slowed down, while meme coin trends are moving faster. In the old cycle, BTC’s movements were analyzed in terms of days or weeks. In the current cycle, we need to look at BTC’s trends in terms of months or even half-years.
(4) How high can BTC go in the future?
By 2028, there’s a 70% chance BTC could hit $150K. By 2029, breaking through $200K will be a slow process that requires patience.
(5) Should you buy MON?
Airdrop sell-offs are frequent, and the hype dies down in a few days. It’s still better to focus on buying BTC.
This analysis is just friendly advice. Adults need to take responsibility for their own decisions. Investments come with risks—only invest spare money and think independently!
#Crypto #BTC #MarketAnalysis
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