Bitcoin Bull Run Expected to Continue Until 2027, Analysts Suggest Key Influential Factors

The sentiment among many in the cryptocurrency community has echoed a familiar phrase this year: “The four-year crypto market cycle is no longer relevant.” Analysts from the Bull Theory believe that, although this cycle might be fading, the bullish trend for Bitcoin could stretch all the way to 2027.

Key Takeaways

Analysts suggest that the traditional four-year crypto cycle may be ending.
Global liquidity trends and treasury policies could support a Bitcoin bull run until 2027.
Factors such as stablecoin liquidity, monetary easing, and potential regulatory changes will heavily influence market outcomes.

Bitcoin

Understanding the Decline of the Four-Year Cycle

In a recent social media post on platform X (previously known as Twitter), analysts from the Bull Theory pointed out that the traditional view of Bitcoin operating on a strict four-year cycle is losing its relevance.

They argue that the significant price shifts observed over the last ten years were not only related to Halving events; they also reflect broader changes in global liquidity.

The analysts highlighted the current situation surrounding stablecoin liquidity, which remains high despite recent downturns. This suggests that bigger investors are still active in the market and ready to invest when favorable macroeconomic circumstances arise.

In the United States, treasury policies are becoming noticeably crucial. While recent buybacks are important, the larger picture involves the Treasury General Account (TGA), which stands at about $940 billion—approximately $90 billion above its normal range.

This extra cash is expected to re-enter the financial landscape, improving financing conditions and boosting liquidity that typically flows into risk assets like Bitcoin.

Political and Monetary Trends Favoring a Bullish Market

The analysts further explained that when major economies adopt expansive monetary policies at the same time, risk assets such as Bitcoin tend to respond more swiftly than traditional stocks or other markets.

Additionally, potential regulatory measures like the Supplementary Leverage Ratio (SLR) exemption—which began in 2020 to allow banks more flexibility in expanding their balance sheets—could make a return, foster increased credit creation, and enhance overall market liquidity.

A political angle is also essential to note. Discussions from President Trump about potential tax reforms, including the elimination of income tax and the provision of $2,000 tariff dividends, could positively influence economic growth.

There is also the possibility of a new Federal Reserve chair who is favorable towards liquidity support and cryptocurrency, which could further help bolster economic conditions.

Historically, when the Institute for Supply Management’s Purchasing Managers’ Index (ISM PMI) exceeds 55, it often precedes periods known as altcoin season. The likelihood of this happening in 2026 seems high, according to the Bull Theory.

The combination of increased stablecoin liquidity, treasury cash injections into the markets, global quantitative easing, the end of quantitative tightening (QT) in the US, potential bank-lending relief, pro-market policy changes in 2026, and engagement from major players in the cryptocurrency sector suggests a very different landscape compared to the older four-year halving model.

The analysts ultimately concluded that if liquidity grows simultaneously across the US, Japan, China, Canada, and other notable economies, Bitcoin will probably align with that trend.

As a result, rather than experiencing brief price surges followed by lengthy bear markets, the existing market environment signals a more gradual and extensive uptrend that could extend through 2026 and into 2027.

Bitcoin The daily chart indicates BTC’s price retracing below $90,000 once again on Friday. Source: BTCUSDT on TradingView.com

Featured image from DALL-E, chart from TradingView.com