Long Cycles and Mean Reversion

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	Forwarded this email? Subscribe here for more Will the Stock Market Drag Down Bitcoin in 2025? Long Cycles and Mean Reversion Ecoinometrics Jan 6 ∙ Preview   READ IN APP   In the short term what is going to decide whether or not Bitcoin can push higher in this bull market is the amount of institutional flows that will be allocated to BTC via the ETFs. But if we zoom out a little bit, that amount of flows is likely to be tied to a wider cycle, the big cycle of risk assets. So the question is: where are we in this cycle? Let's look at the data. The Ecoinometrics newsletter gives you insights from crypto and macro data to help you make better investment decisions. We spend hours every day gathering data, creating metrics and bringing them to life with data visualizations that allow you to quickly get to the heart of things. We then distill all that knowledge in each issue of the newsletter with less words and more charts so that you get insights, direct to the point, in five minutes or less. Join more than 28,000 investors here: Upgrade to paid Done? Thanks! That’s great! Now let’s dive in. Will the Stock Market Drag Down Bitcoin in 2025? The Takeaway Bitcoin's 2025 outlook balances two forces: current ETF-driven momentum and the broader market cycle. Historical data shows Bitcoin follows NASDAQ's lead, thriving in strong markets and struggling in weak ones. With the NASDAQ potentially entering a mean reversion phase after two years of gains, Bitcoin might face headwinds. Yet, even with slower growth, Bitcoin's path from $100k to a projected $150k remains feasible in 2025. Bitcoin is Coupled to the Stock Market... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 Ecoinometrics 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe