Chris Curl,
Editor
Sept. 24, 2026
For months, I stayed out of the crypto market.
That was not because I stopped believing in Bitcoin, tokenization, decentralized finance, or the broader long-term case for blockchain infrastructure. It was because the setup was wrong. The bear market had trained investors to expect every rally to fail, and I believed Bitcoin still needed one final reset before the next serious move higher.
I expected a cleaner washout. A deeper pullback. One last chance to buy into panic.
The market had other plans.
Bitcoin’s decisive breakout above the $83,000 resistance zone changed the picture. This was not another dead-cat rally or a brief squeeze through a local level. It was a structural move through the band that separated a fragile recovery from a genuine market transition. When Bitcoin reclaimed that level (and held it) the risk-reward equation shifted.
So I acted.
I bought crypto again.
That does not mean I think the market moves in a straight line from here. It will not. There will be pullbacks, ugly days, violent liquidations, and narratives designed to convince you the whole thing is over every time the chart drops ten percent. That is crypto. But the larger framework is now constructive, and waiting indefinitely for the perfect entry becomes its own form of risk.
The market is telling us that the bull is back.
The Cycle Still Matters
The most useful framework for understanding Bitcoin remains the four-year cycle centered around the halving.
Every four years, Bitcoin’s block subsidy is cut in half. New supply entering the market falls, while demand (if it holds steady or rises) has to compete for fewer newly issued coins. The halving alone does not guarantee a bull market, and no serious investor should treat it like a magic clock. But historically, the post-halving period has often been where Bitcoin transitions from accumulation into expansion.
The rough sequence has repeated often enough to matter:
- The halving reduces new supply.
- Bitcoin begins to strengthen as the market absorbs that supply shock.
- Capital moves first into Bitcoin.
- Then large-cap altcoins begin to catch up.
- Then infrastructure, trading platforms, and new protocols attract liquidity.
- Then retail arrives, new narratives form, and the market eventually becomes irrational.
We are not at the end of that process.
Bitcoin’s breakout above $83,000 suggests the market is moving out of the uncertainty phase and into the early part of a renewed expansion. If the historical rhythm holds (even imperfectly) the next 6 to 12 months will be the period where crypto goes from “interesting again” to impossible to ignore.
That is why I am positioned now.
The Five Trades I’m Tracking
I am not chasing every green candle, and I am not buying random tokens because they are trending on social media.
The next cycle will create extraordinary gains, but those gains will not be distributed evenly. The biggest winners are likely to come from the infrastructure layers that benefit as more capital, users, and real-world assets move on-chain.
I am tracking five specific opportunities across the crypto landscape:
- A foundational digital monetary asset that remains the cleanest expression of the hard-money thesis.
- A high-speed consumer and trading ecosystem built for the next wave of retail activity.
- A protocol already proving that on-chain financial infrastructure can compete with centralized exchanges.
- A chain-abstraction play focused on making multichain crypto usable for normal people.
- An infrastructure asset positioned to benefit from the next major consumer platform bringing users, speculation, and tokenized markets on-chain.
These are not lottery tickets. They are different ways to gain exposure to the rails beneath the next crypto expansion.
Some are already moving. Others need better entries. A few may not become obvious until the next wave of liquidity begins searching for places to go. That is exactly why the work has to happen now, before the market turns every chart into a vertical line and every influencer discovers a new “can’t-miss” token.
Don’t Wait for Perfect
The bear market trains investors to wait for lower prices.
The bull market trains investors to chase higher ones.
The goal is to do neither.
Bitcoin’s breakout tells me the market no longer needs the final leg down I had been waiting for. That does not mean we abandon discipline. It means we adapt to the information in front of us. Build positions selectively. Keep dry powder for volatility. Focus on the protocols and infrastructure likely to matter when adoption, tokenization, and trading activity accelerate.
The next six months could get wild.
The next twelve months could be even more important.
Crypto Cycle is where I will be tracking the five names on my watch list, sharing the entries I take, explaining the setups that matter, and separating the durable infrastructure plays from the memecoin casino.
The bull market is not an invitation to buy everything.
It is an invitation to get prepared.
Subscribe to Crypto Cycle now—before the best opportunities of this next leg become obvious to everyone else.
Keep coming back,
Chris Curl
Editor, Bizarro World