Macro· ★★· bullish·

Amos: Bitcoin's long-term path is driven by halving cycles, not Fed rates

  • —Amos: BTC tracks Nasdaq and S&P 500 short term but follows its own cycle over weeks
  • —Current drawdown from the peak is about 54%, versus 77–90% in prior bear markets
  • —The June-to-June window was described as favorable for accumulation
  • —Amos recommends a 4–6 year holding horizon, or six years conservatively
Why it matters: The argument that drawdowns are shrinking could ease institutional concerns and support broader BTC allocations.
Source: TokenPost