A Major Market Cycle Hidden in Plain Sight
I’ve come across something this weekend that I think is worth serious attention.
It’s not often you stumble upon a relationship in the market that changes how you look at the entire cycle. Most new observations simply reinforce an existing view. This one has the potential to reshape it.
For more than a year we’ve discussed why the midpoint of 2026 has stood out as one of the most important windows in this cycle. Time factors, historical relationships, and macro conditions have all continued to point toward the same conclusion.
What I found this weekend adds another layer.
After digging deeper into Bitcoin’s 75-month cycle, I discovered a structural relationship that doesn’t just exist within Bitcoin—it appears to extend across equities as well. Even more intriguing, both markets are following nearly the same sequence of major turning points separated by seven years.
If this relationship continues to hold, then we’re approaching a period that could become the most important inflection point since 2020.