Why This Bitcoin Cycle Could Last Until 2027 | Mike Alfred

In this episode, Founder & Managing Partner at Alpine Fox Mike Alfred explains why this bull run could stretch into 2026–27, how institutions and treasury companies are changing the game, and why retail is still asleep. He also dives into the risks and narratives shaping the market, how investors should think about balancing Bitcoin with Bitcoin proxies like miners, and why he’s fading the Bitcoin Knots drama. Enjoy!
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Timestamps:
00:00 Introduction
01:57 When Will the Bitcoin Cycle End?
08:39 Catalysts that Could Move Bitcoin
12:37 Historical Analogues & Market Risks
17:12 Biggest Overbought Narratives
18:57 Bitcoin Treasuries & Mastering Narratives
25:57 Bitcoin vs Bitcoin Alternatives
29:35 How Institutions See Bitcoin
33:51 Crypto & Tokenization
37:03 The Future of Bitcoin
40:21 Debunking Bitcoin FUD
43:11 Final Thoughts
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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

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