2025 has given us a lesson.



When I break down the data, the real bull market window should actually be in 2026.

According to conventional logic, after the halving, we should enter a bull market phase. But the chart performance is completely off—Bitcoin stalls, Ethereum shows no movement, and Solana is directly cut in half.

I delved into macroeconomic factors and re-analyzed the entire cycle with on-chain data. I found that the so-called "halving bull market" label might have been applied too early. The actual funding environment and market sentiment are not yet in place.

This doesn't mean there are no opportunities in 2025, but from a historical cycle perspective, the main upward wave might still need to wait a bit longer. The market needs more time to digest the current situation.
BTC-0.75%
ETH-0.86%
SOL-1.75%
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WagmiWarriorvip
· 12-12 14:56
You're trying to fool us again, claiming 2026 is the real bull market? I just want to know if we can still buy the dip next year.
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CommunityJanitorvip
· 12-12 14:52
Another 2026 theory? I'm already tired of hearing it. When has the halving label not been "placed too early"... Wait, do you really understand on-chain data or are you just making stories up? This logic can be self-consistent but a bit far-fetched. Wait for the main upward wave—everyone would say the same.
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Layer2Arbitrageurvip
· 12-12 14:50
lmao so basically you're saying the halving pump was priced in before the halving even happened? classic. just ran the math on onchain liquidity flows and yeah, the basis points don't lie — capital's still sitting on sidelines. 2026 thesis makes sense if you actually look at historical cycle timings instead of listening to twitter noise. gas fees gonna stay brutal till then tho ngl.
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rekt_but_resilientvip
· 12-12 14:50
Is this the halving bull run? I thought it would take off directly Everyone's been worn out from getting cut, anyway, let's wait until 2026 This wave is really disappointing, and Solana is even more laughable I really don't know how reliable historical cycles are, anyway my U has already run away What’s the point of dragging things out, better to just throw in directly We still have to wait for the capital situation to activate, entering now is just asking for death
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MEVHuntervip
· 12-12 14:34
nah this halving cycle got us all fooled fr... mempool's been dead silent, on-chain flow screaming liquidation patterns instead of accumulation moves. 2026 thesis hits different when you actually read the sandwich protection data
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