Latest / Bitcoin News Digest Podcast
Deep Dive 1/1/26
Executive Summary
The transition into 2026 marks a structural break for the digital asset market, defined by the definitive invalidation of the “Four-Year Cycle” thesis. For the first time, Bitcoin has recorded a negative annual performance in the year following a halving event, shattering long-held valuation heuristics and forcing a maturation of allocation models. This market disillusionment coincides with the activation of the OECD’s Crypto-Asset Reporting Framework (CARF) across the UK and over 40 other nations, ushering in an era of unprecedented financial surveillance that targets…
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