What Is the 4-Year Cycle?

Bitcoin four-year cycle is triggered by halving events, which reduce miner rewards by half and slow new supply. Historically, the cycle has three phases:

1. Accumulation Phase: Investors collect Bitcoin as supply tightens. Long-term holders take positions, while new investors enter the market.

2. Bull Run: Approximately 12–18 months after accumulation, prices surge and often reach new all-time highs (ATH).

3. Correction / Bear Market: After the bull run, prices pull back sharply, followed by a multi-year consolidation as the market resets for the next cycle.

“Cycles used to give us a roadmap, but the market is now shaped by more complex dynamics,” says Nick Ruck, director at LVRG Research.

By 2025, institutional ETFs, corporate Bitcoin reserves, and macro factors are reshaping the classic cycle, making price movements more complex than halving alone.

Is the Cycle Broken?

Some analysts argue the four-year cycle broke in 2025. Sustained institutional demand and corporate reserves have softened the typical post-halving drop.

Grayscale predicts strong macro demand and a supportive U.S. regulatory environment will help Bitcoin reach a new ATH in the first half of 2026.

“The four-year cycle theory is no longer valid,” says Geoffrey Kendrick, head of digital assets research at Standard Chartered, revising Bitcoin’s 2026 target to $150,000.

Is the Cycle Still Valid?

Other experts believe the cycle continues. Markus Thielen, CEO of 10x Research, notes:

“Bitcoin entered a bear market in October 2025, pricing in a slowing economy.”

Rekt Capital says even if the cycle is “broken,” it may be just leveling up. Stock-to-Flow creator PlanB points out that selling pressure largely comes from 2021 veterans and traders expecting a post-halving bear market.

“Altcoins showed no excitement; cycles sometimes stretch. They haven’t ended—only expectations have shifted,” says Alex Wacy.

Global Crypto Reserves and Corporate Demand

By 2025, some countries officially created crypto reserves. Kyrgyzstan was among the first, and the U.S. supported the trend via a March 2025 executive order. Brazil’s Congress also advanced a bill allowing up to 5% of international reserves in Bitcoin.

“If more countries add Bitcoin to foreign exchange reserves, others may follow due to competitive pressure,” says Chris Kuiper, research VP at Fidelity Digital Assets.

Corporate demand is also rising. Strategy (formerly MicroStrategy) and over 100 public companies now hold crypto, with 50 of them controlling around 1 million BTC.

“Some corporations can use market access to purchase Bitcoin—arbitrage opportunities supported by investment mandates and regulations,” Kuiper adds.

However, risks remain. Bear markets or forced corporate sales could put downward pressure on Bitcoin or other digital assets.

Why It Matters

Bitcoin’s four-year cycle, government reserves, and corporate adoption will shape market dynamics in 2026. Investors should monitor these factors when assessing price trends and risk.

2025 highlighted questions around Bitcoin’s traditional cycles and showed accelerating demand from nations and corporations. 2026 will test these new norms and risks.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Bitcoin 4-Year Cycle: Broken or Evolving? appeared first on Coin Engineer.

As part of the partnership, World Liberty purchased $6 million worth of Vaulta’s “A” tokens in May. These tokens were added to the company’s Macro Strategy reserve, which already includes leading digital assets such as Bitcoin (BTC), Ethereum (ETH), and TRON (TRX). 

Token Reserve Expanded: Trump-Backed WLD1 Joins Web3 System

By incorporating the WLD1 stablecoin into its platform, Vaulta aims to bridge traditional finance and decentralized platforms. Vaulta CEO Yves La Rose emphasized the partnership’s importance in the Web3 ecosystem. 

“Our collaboration brings us one step closer to a vision of a more transparent and accessible financial system,” he said. 

Meanwhile, World Liberty’s crypto reserve policy has faced criticism in the past. Two Prime Digital Assets CEO Alexander Blume stated the reserve is used to establish political ties. He explained that some actors use this method to interact with the Trump family without direct donations. 

Vaulta Token Value Increased by 30% in July 

Following World Liberty’s token purchase, Vaulta’s token value rose approximately 30% in July. Additionally, as of July 23, World Liberty (WLFI) bought 3,400 more ETH worth $13 million, bringing its Ethereum reserve to $275 million. The community also approved buying and selling WLFI tokens within 6-8 weeks.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Trump-Linked World Liberty Secures Million-Dollar Token Deal appeared first on Coin Engineer.

Tesla, led by CEO Elon Musk, attracted attention in 2021 with its Bitcoin investments, becoming a significant institutional player in the cryptocurrency market. The company’s Bitcoin purchase and sale history, as well as its current holdings, are closely monitored by investors and crypto enthusiasts. 

Tesla  Bitcoin Investment and Sales 

In February 2021, Tesla made a strong entry into the crypto market by purchasing $1.5 billion worth of Bitcoin. In April of the same year, it sold 10% of these holdings, making approximately $128 million in profit. However, in May 2021, the company suspended vehicle sales using Bitcoin due to environmental concerns. Then, in July 2022, Tesla sold 75% of its Bitcoin holdings, raising $936 million in cash. After these sales, Tesla held approximately 10,725 BTC. 

How Much Bitcoin Does Tesla Hold? 

As of 2025, Tesla holds around 11,509 BTC. The current value of these assets fluctuates with Bitcoin’s price but is approximately $1.25 billion. The company continues to hold its crypto assets as part of a long-term reserve strategy. Additionally, Tesla uses Coinbase Prime Custody as the custody service for its large holdings. 

Top Companies Holding Bitcoin 

Among companies holding Bitcoin on their balance sheets, the largest holders create a notable ranking. According to CoinGecko’s 2025 data, the top 5 publicly traded companies with the most Bitcoin are: 

1. MicroStrategy Inc. (NASDAQ: MSTR)
   BTC Amount: 506,137
   Estimated Value: $44.23 billion
   The company has been making aggressive Bitcoin purchases since 2020, considering them as a long-term strategic reserve. 
2. Marathon Digital Holdings (NASDAQ: MARA) 
   BTC Amount: 26,842
   Estimated Value: $2.35 billion
   The company holds Bitcoin earned from its mining activities. 
3. Galaxy Digital Holdings (TSE: GLXY) 
   BTC Amount: 15,449
   Estimated Value: $1.35 billion
   Operating in crypto investment and asset management, Galaxy also holds significant Bitcoin reserves. 
4. Tesla, Inc. (NASDAQ: TSLA) 
   BTC Amount: 11,509
   Estimated Value: $1.00 billion
   Despite selling some due to environmental policies, Tesla still holds the majority of its Bitcoin. 
5. Coinbase Global Inc. (NASDAQ: COIN) 
   BTC Amount: 9,183
   Estimated Value: $802.5 million
   One of the largest crypto exchanges in the world, Coinbase also holds a significant amount of Bitcoin on its balance sheet. 

Japan-based Metaplanet has adopted MicroStrategy’s Bitcoin strategy, actively purchasing Bitcoin. As of May 2025, the company has reached 7,800 BTC, achieving 78% of its 10,000 BTC target. Its latest purchase of 1,004 BTC coincided with a 12.6% rise in its shares traded on the Tokyo Stock Exchange under the ticker 3350.T. This reflects investors’ positive response to its crypto asset strategy. 

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Tesla Bitcoin Holdings and Sales Update 2025 appeared first on Coin Engineer.

Massive Treasury Exposure

According to its Q1 2025 report, Tether holds around $98.5 billion in direct U.S. Treasury bills and another $23 billion in similar short-term instruments through repos and cash equivalents, bringing its total exposure to nearly $120 billion.

You Might Be Interested In: Elon Musk Talks About the Name of a New Memecoin!

Its excess reserves dropped from $7.1 billion in Q4 2024 to $5.6 billion, the lowest level since Q2 2024.

USDT Demand on the Rise

USDT supply expanded by $7 billion during the quarter, with a 46 million increase in active wallet addresses. The stablecoin’s market cap now stands at $149 billion.

Tether is using a portion of its reserves for strategic investments, committing over $2 billion to areas such as renewable energy, artificial intelligence, peer-to-peer communications, and data infrastructure.

Despite its dominance, concerns are growing in Europe over reliance on dollar-pegged stablecoins. The Bank of Italy warned that any disruption in stablecoin markets or related assets could ripple across the broader financial system.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Tether Posts $1B Q1 Profit, Holds $5.6B in Excess Reserves appeared first on Coin Engineer.

Binance Statement: “No Asset Sales”

On February 11, 2025, Binance issued a statement explaining that the on-chain changes were simply part of an internal accounting process. A spokesperson for the exchange said, “Binance is not selling assets. This is merely an adjustment in the Binance treasury’s accounting process. User funds are SAFU, as always.”

You Might Be Interested In: Elon Musk Talks About the Name of a New Memecoin!

Recent rumors about a dramatic decline in Binance‘s Bitcoin and Ethereum reserves—down over 90% in January—spread rapidly on social media. However, crypto analysts clarified that this change stemmed from past revenue, not user funds, and that user funds were unaffected. Additionally, a significant portion of these holdings had been converted into USDC, with Binance Coin (BNB) showing the smallest reduction.

Proof of Reserves Data and Adjustments

According to Binance‘s proof of reserves, on January 1, 2025, the exchange had a substantial surplus of assets, surpassing the 100% customer guarantee. However, by February 1, 2025, this surplus had shrunk significantly, with the collateralization rate for Bitcoin and Ethereum dropping to as low as 0.01%. Only Binance Coin (BNB) retained a collateral surplus of 12.37%.

While other crypto assets saw a decline in collateral, Binance’s USDC reserves saw a dramatic increase during the same period. The exchange’s reserve data shows that the USDC balance grew by over $1 billion, pushing the collateralization rate above 40%. Binance reiterated that these changes were part of internal adjustments and accounting processes, with user funds remaining fully secure.

With this statement, Binance aims to alleviate concerns about the safety of crypto funds and reassure investors that no user funds were impacted by these internal adjustments.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Binance Responds to Bitcoin Sale Allegations! appeared first on Coin Engineer.