Bitcoin Quant · Cycle IV · Last updated June 2026

The four seasons
of Bitcoin

Every ~4 years, the halving restarts the cycle: first comes euphoria, then distribution, then capitulation, and finally accumulation.
We start with the raw data, then see where the cycle's hand takes us.

00

What all of this is built on

Every visual below rests on two empirical patterns:
(1) a stubbornly regular temporality,
(2) a steady contraction in price amplitude.

(1) A stubbornly regular temporality

① Top → bottom · per cycle
CycleTopBottomDays
2011June 9, 2011Nov. 18, 2011162
2013–15Nov. 29, 2013Jan. 14, 2015411
2017–18Dec. 17, 2017Dec. 15, 2018363
2021–22Nov. 10, 2021Nov. 21, 2022376
2025–?Oct. 6, 2025not confirmed248
Mature cycles bleed ~383 days on average (12–14 months).
② Bottom → bottom · inter-cycle
From → toDays
Nov. 18, 2011 → Jan. 14, 20151,153
Jan. 14, 2015 → Dec. 15, 20181,431
Dec. 15, 2018 → Nov. 21, 20221,437
Average ~1,340 days (~3.67 yrs), and just 1,431 / 1,437 on the last two.
③ Top → top · inter-cycle
From → toDays
June 9, 2011 → Nov. 29, 2013904
Nov. 29, 2013 → Dec. 17, 20171,479
Dec. 17, 2017 → Nov. 10, 20211,424
Nov. 10, 2021 → Oct. 6, 20251,426
Avg with 2025: ~1,308 d (~3.58 yrs). Excluding the 2011 mini-cycle: ~1,443 d (~3.95 yrs), and the last two land at 1,424 / 1,426, two days apart.

(2) A steady contraction in price amplitude

④ The multiples shrink · halving price → top
×94 ×30 ×8 ×2 ~×1.8? ~×1.6?
Each cycle's blow-off is a fraction of the previous one: the market grows, the rocket fuel dilutes. Extending the log-decay: ~×1.8 for cycle V, ~×1.6 for cycle VI.
⑤ The drawdowns compress · top → bottom
−94% −87% −84% −77.5% ~−72/−73%?
~5.4 points of compression per cycle on average. If the rhyme holds, Cycle 5's drawdown lands near −72/−73%. Test other assumptions with the slider in section III.

Dates: Bitbo (2011 high June 9 · 2013 high Nov. 29 · 2018 low Dec. 15 · 2022 low Nov. 21) · VanEck (2017 top Dec. 17) · Axios (Coinbase record Nov. 10, 2021) · CoinMarketCap (ATH $126,198, Oct. 6, 2025). Figures can shift by 1–5 days depending on the exchange, daily close vs intraday. The current cycle has no confirmed bottom: 248 days since the top, "top to bottom" is only measurable in hindsight.

❄️
Crypto winter
≈ $61,500

You are here.

The needle marks the position within the cycle, from one halving to the next. Drag the slider from 2012 to today, and beyond into the projected cycles V & VI (shown in blue).

Season play
Cycle
IV · 2024–2028
Cycle day
Since the top
Price (approx.)
snapshot: June 2026
🌱 Spring · Accumulation
Quiet, boring DCA

Buy while nobody's watching. Boredom is the discount; build the bag before the crowd returns.

☀️ Summer · Bull run
Ride, then ladder out

Let the trend pay you, and DCA your sells on the way up. Euphoria is an exit signal, not an entry.

🍂 Autumn · The fall
Wait. Don't be a hero

No falling knives. Cash is a position; patience is the trade. Let capitulation come to you.

❄️ Winter · Crypto winter
Survive

Protect capital first. Slow DCA if convinced, study, touch grass.

01

Four cycles, one rhyme

⛏ halving · ☀ cycle top · ❄ cycle bottom. Hover or tap the curves to explore. In overlay mode, click the legend to show / hide cycles.

02

The cycle ledger

Same score every time: a top 12 to 18 months after the halving, then a 75 to 86% drawdown. But the amplitude is contracting: the market grows, the multiples get smaller.

×94 ×30 ×8 ×2 ~×1.8? ~×1.6? halving price → top multiple · the law of diminishing returns · dashed = projected (cycles V & VI)
03

The anatomy of bear markets

Five cycle tops, followed by five brutal resets.
Numbered from the 2011 top onward, each cycle gives the same conclusion: the drawdown remains violent, but the amplitude keeps compressing as Bitcoin matures.
Use the projection below and test the pattern yourself.
Numbering note: bears are counted from the 2011 top, one cycle before the first halving, so bear cycle N = halving cycle N−1 (e.g. bear cycle 6 = halving cycle V of the ledger above).

Cycle Top (ATH) Next bottom Drawdown top → bottom Bear length

Bottom projection · Cycle 5

extrapolation · not a prophecy

Drawdowns compress by ~5.4 points per cycle on average (−94 → −87 → −84 → −77.5). If the rhyme holds, Cycle 5's drawdown would land near −72/−73%. The slider lets you test other assumptions.

−5.4 pts
Projected C5 drawdown
−72.7%
from the $126,198 top
Estimated bottom target
$34K – $36K
Remaining path
−44%
from ~$61,500 today
04

What if history rhymes again?

05

The takeaways

📜 The records · every top & bottom
2011 · The First Mania ☀ June 9, 2011 · $31.9 ❄ Nov. 18, 2011 · $2.05
2013 · The Wild West ☀ Nov. 29, 2013 · $1,163 ❄ Jan. 14, 2015 · $152
2017 · The ICO Mania ☀ Dec. 17, 2017 · $19,783 ❄ Dec. 15, 2018 · $3,122
2021 · The Institutional Wave ☀ Nov. 10, 2021 · $68,789 ❄ Nov. 21, 2022 · $15,476
2025 · The ETF Cycle ● live ☀ Oct. 6, 2025 · $126,198 ❄ proj. late Oct. 2026 · ~$35K
2029 · Projected Cycle VI ☀ ~Sep. 2029 · ~$165K ❄ ~Oct. 2030 · ~$54K
2033 · Projected Cycle VII ☀ ~Aug. 2033 · ~$190K ❄ ~Sep. 2034 · ~$72K
🧭 The rhythm · five rules of thumb
⛏→☀
Tops land 520–550 days after the halving.366 d in 2013, then 526, 548, 534: eerily tight on the last three.
☀→❄
Top → bottom: ~383 days on average.162 d (2011) → 411 → 363 → 376. The mature cycles bleed for 12–14 months.
☀→☀
Top → top: ~1,425 days (3.9 yrs).1,424 d then 1,426 d on the last two, and Oct. 6, 2025 fell 1,426 d after Nov. 2021.
❄→❄
Bottom → bottom: ~1,434 days on the last two.1,153 d (2011 → 2015), then 1,431 and 1,437. From Nov. 21, 2022, the clock points to ~late Oct. 2026.
📉
The violence fades each round.Drawdowns compress ~5.4 pts/cycle (−94 → −77.5) and multiples shrink ×94 → ×30 → ×8 → ×2.
Where we stand: day 248 since the top.No confirmed bottom yet for the current cycle: "top to bottom" can only be measured in hindsight.
🎯
If the temporality plays out again, remember one thing: you will never catch the exact top or bottom.The edge is not precision, it is preparation: DCA aggressively (buying or selling) across the strategic windows, instead of betting everything on a single date.
🎯 The optimized playbook · if the thesis confirms
Accumulate · now to mid-2027

Weekly DCA from today through the projected bottom window (~$35K, late Oct. 2026) and beyond. Buying the whole $35-50K zone matters more than catching the exact low: a steady weekly plan lands an average cost basis around $42-45K. In season terms: aggressive in winter and spring, slow down when summer returns.

Distribute · Mar. to Nov. 2029

The 520-550 day post-halving rule points the next top to ~Sep. 2029 (~$165K). Start laddering out early, around $120-130K, and sell weekly through the window: that prices the average exit near $140-150K, roughly 15% below the top. Sell only in summer. Never be a hero in autumn.

The asymmetry to remember

Being 3 months early or late inside the accumulation zone costs almost nothing: prices flatline in the cave. Being 3 months late on the exit is expensive: the post-top bleed runs ~380 days. So: a wide, boring buy window, and a sell window that starts early and ends before autumn. Full loop on the projection: buy ~$44K avg, sell ~$145K avg, about ×3.3 on invested capital in 3 years.

test any variant of this plan in the DCA tool belowpattern extrapolation, not financial advice

06

The DCA simulator

You will never catch the exact top or bottom, so spread your orders instead. Pick a side: accumulate on the way down, or ladder out of a stack on the way up. Every number below is computed from this page's own price path (solid history, then the dashed projection) and recalculates live as you move the controls.

today
≈ 5.0 yrs · 61 monthly buys
USD per buy
how far below the projected top you sell on average
Existing stack · optional
empty = off · in sell mode: adds to the buy plan stack, or is the custom stack
Seasons
optional · pick seasons to automate your DCA inside them · none selected = every scheduled date executes

assumes BTC follows this page's cycle path: solid history, then the dashed projection of sections 01 and 04 · pattern extrapolation, not a forecast · this is not investment advice, do your own research