
February 2026: Interest rate cuts paused; Wash nominated to succeed Powell—long regarded as an inflation hawk—sparking market fears of aggressive balance sheet reduction; BTC falls... May 2026: Energy prices drive inflation higher, global bond markets sell off, ETFs record record outflows starting mid-May, MicroStrategy begins selling BTC; BTC falls... In fact, which of these declines lacked negative catalysts? The last time the entire market was panicked over MicroStrategy’s potential collapse or a quantum attack was precisely when BTC was most undervalued in this cycle. In other words, only when there are negative factors and divergent opinions can BTC become truly “cheaper”; if everyone is in full consensus, where would there be any opportunity left for retail investors? Short-term volatility does not alter the long-term trend. Over the past decade, BTC has consistently overcome every challenge.
