I am just saying "great minds think alike". I think he might be right... and have been saying it for over a year. Never claimed to be the originator of the idea, but i did come to the conclusion fairly independently. Never been a Dan Held acolyte, but I think he was early on with all the "supercycle" stuff.
I think Willy's take is a little more nuanced. It does not completely throw out the 4 year cycle thing, but more sort of dampens it. I personally think the halvings will still have some impact, but I believe the early roller coaster days are a thing of the past to *some* extent. But there is even nuance there. I could say insterad of 80-90% pullbacks we could see 50-60, and then less etc. And instead of one big parabola and one big crash we could see gentler more frequent waves. As well as the possibility of a really crazy upward push thrown in... I think the quadrenial bitcoin cycle will become less and less of a "thing' as adoption increases.
My thesis in bullet points:
- Halving impact is reducing
- Magnitude of waves will reduce*
- Frequency of waves will increase
- *Possible one more really big UP wave (and possibly the mother of all of them)