Bitcoin Bull Run Set To Last Until 2027, Analysts Highlight Influential Factors

Source: CryptoNewsNet Original Title: Bitcoin Bull Run Set To Last Until 2027, Analysts Highlight Influential Factors Original Link: Many in the crypto space have echoed a familiar sentiment over recent months: “The four-year crypto market cycle is dead.” Experts from the Bull Theory assert that while the four-year cycle may have come to an end, the Bitcoin bull run itself is merely delayed and could stretch until 2027.

Why The Four-Year Cycle May Be Ending

Analysts noted that the concept of Bitcoin adhering to a neat four-year cycle is weakening. Significant price movements over the last decade weren’t solely driven by Halving events; rather, they were influenced by shifts in global liquidity.

The analysts pointed to the current landscape of stablecoin liquidity, which remains high despite recent downturns, indicating that larger investors are still engaged in the market, poised to invest when appropriate macroeconomic conditions arise.

In the US, Treasury policies are emerging as pivotal catalysts. The recent buybacks are notable, but the analysts emphasize that the larger narrative lies in the Treasury General Account (TGA) balance, which is currently around $940 billion—almost $90 billion above its normal range.

This surplus cash is likely to flow back into the financial system, enhancing financing conditions and adding liquidity that typically gravitates toward risk assets.

Globally, the trends appear even more promising. Major economies have been injecting liquidity, while stimulus packages and efforts to simplify cryptocurrency regulations are underway. Several countries are also moving toward easing their monetary policies, and the US Federal Reserve has officially halted its quantitative tightening (QT) measures—a historical precursor to some form of liquidity expansion.

Political And Monetary Factors Align To Create Bullish Conditions

The analysts explained that when major economies adopt expansive monetary policies simultaneously, risk assets like Bitcoin tend to respond more rapidly than traditional stocks or broader markets.

Additionally, potential policy tools, such as the Supplementary Leverage Ratio (SLR) exemption—implemented in 2020 to allow banks more flexibility in expanding their balance sheets—could return, resulting in increased credit creation and overall market liquidity.

There is also a political dimension to consider. Potential policy shifts could include tax reforms and distributing dividend programs. Furthermore, the likelihood of a new Federal Reserve chair who supports liquidity assistance and is constructive toward cryptocurrency could bolster conditions for economic growth.

Extended Bitcoin Uptrend

Historically, whenever the Institute for Supply Management’s Purchasing Managers’ Index (ISM PMI) surpasses 55, it has been followed by periods of altcoin season. The probability of this occurring in 2026 appears high, according to the Bull Theory.

The convergence of rising stablecoin liquidity, the Treasury’s injection of cash back into markets, global quantitative easing, the cessation of QT in the US, potential bank-lending relief, pro-market policy shifts, and major players entering the crypto sector suggests a very different scenario than the old four-year halving model.

The analysts concluded that if liquidity expands concurrently across major global economies, Bitcoin is unlikely to move counter to that trend.

Therefore, rather than experiencing a sharp rally followed by a prolonged bear market, the current environment indicates a more extended and broader uptrend that could span through 2026 and into 2027.