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Understanding Bitcoin’s 4-Year Cycles

Understanding Bitcoin’s 4-Year Cycles

If you’ve spent any time looking at Bitcoin’s history, you may have heard people talk about its “4-year cycle.” This idea suggests that Bitcoin’s price tends to follow a repeating pattern roughly every four years. While nothing in financial markets is guaranteed, this cycle theory is rooted in Bitcoin’s design and its past performance.

Understanding this concept is extremely useful, it provides context for why Bitcoin’s price sometimes experiences long bull runs, deep corrections, and quiet periods of consolidation.

Let’s break down where this idea comes from, what the historical evidence shows, and why many investors pay close attention to it.

The Origin: Bitcoin’s Halving

At the core of the 4-year cycle theory is something called the Bitcoin halving. This mechanism is central to how Bitcoin’s monetary system works and why it is often compared to digital gold.

To begin with, Bitcoin’s supply is permanently limited to 21 million coins. This scarcity is built into its code and ensures that, unlike traditional currencies, it cannot be printed endlessly. New coins are introduced into circulation as rewards for miners, who dedicate computing power to validate transactions and secure the network.

However, these rewards are not fixed forever. Every 210,000 blocks, roughly every four years, the mining reward is cut in half. 

This scheduled reduction is known as the halving. By design, it decreases the rate at which new Bitcoin enters the market, tightening supply over time. Consequently, if demand remains steady or increases, the halving can put significant upward pressure on price.

Halvings so far have occurred in four major moments of Bitcoin’s history: 

  • 2012 → reward dropped from 50 to 25 BTC
  • 2016 → reward dropped from 25 to 12.5 BTC
  • 2020 → reward dropped from 12.5 to 6.25 BTC
  • 2024 → most recent halving, cutting rewards to 3.125 BTC

The Cycle in Action: A Look at Bitcoin’s Price History

Bitcoin’s price history isn’t identical in every cycle, but it has shown repeating phases around halvings:

Cycle 1: 2009–2012 (Early Growth)

In its earliest days, Bitcoin was still an experimental technology with almost no adoption and virtually no market value.

  • Bitcoin launched in 2009 with virtually no market price.
  • By the first halving in 2012, it was worth around $12. 
  • Within a year, Bitcoin surged to over $1,000 before entering a bear market.

Cycle 2: 2012–2016 (First Major Bull Run)

This period marked Bitcoin’s first encounter with broader public attention, bringing both excitement and volatility.

  • Post-halving, Bitcoin rose dramatically, peaking near $1,200 in 2013.
  • It then fell into a multi-year bear market, dropping below $200.
  • By the next halving in 2016, it had stabilised around $650.

Cycle 3: 2016–2020 (Mainstream Recognition)

By this cycle, Bitcoin began moving beyond niche communities, drawing media coverage and attracting a wider investor base.

  • After the 2016 halving, Bitcoin climbed to nearly $20,000 in 2017.
  • The following bear market saw a decline to about $3,000.
  • Before the 2020 halving, Bitcoin was trading around $9,000.

Cycle 4: 2020–2024 (Institutional Interest)

In the most recent cycle, Bitcoin gained recognition from major institutions, corporations, and even governments, cementing its role as a serious asset.

  • Following the 2020 halving, Bitcoin rallied to an all-time high of $69,000 in 2021.
  • A major correction brought it back below $20,000 in 2022.
  • By the time of the 2024 halving, Bitcoin had recovered and was again near record highs.

Looking Ahead

Taken together, these cycles reveal a repeating rhythm of rapid growth, sharp corrections, and eventual recovery. While no two cycles are ever exactly the same, the halving continues to act as a powerful catalyst shaping Bitcoin’s long-term price trajectory. This pattern lays the foundation for understanding why so many investors follow the 4-year cycle theory and what it might suggest for the future.

The Theory: Why the Bitcoin Cycle Repeats

The 4-year cycle theory is built on a few key ideas:
Supply shock: Each halving reduces new Bitcoin entering the market. This deliberate tightening of supply makes Bitcoin scarcer over time, which, if demand remains constant or increases, can create upward pressure on price.

Growing demand: As Bitcoin gains mainstream attention, demand tends to rise over time. More individuals, institutions, and even governments are discovering its role as both a digital asset and a hedge against inflation, which strengthens long-term interest.

Investor psychology: Market sentiment often follows a pattern—excitement during bull runs, despair in bear markets, and gradual rebuilding of confidence. This emotional cycle among investors tends to amplify price swings, creating the dramatic highs and lows seen in Bitcoin’s history.

The result is a repeating rhythm of:

  • Accumulation phase (a quiet period when prices stabilize and patient investors slowly build positions)

  • Bull market (a surge in prices as demand spikes, media coverage increases, and optimism drives momentum)

  • Bear market (a sharp correction, often accompanied by fear, negative sentiment, and investors leaving the market)

  • Recovery (a phase of stabilisation where confidence gradually returns, often leading into the next halving and setting the stage for another cycle)

Visualising the Cycles

One popular way to see these repeating phases is through the Bitcoin Rainbow Chart. This chart places Bitcoin’s long-term price movements on a logarithmic scale and uses color bands to illustrate when the asset appears historically “cheap,” “fairly priced,” or “expensive.” While not a predictive tool, it provides a simple visual guide to understand how halvings and investor psychology have shaped Bitcoin’s cycles over time.

Dark Red: The Bitcoin market is extremely overextended, BTC price is likely to drop
Red: Bitcoin is overbought, traders should consider taking profits
Dark Orange: Buyers are dominating the market, FOMO (fear of missing out) is building up
Light Orange: Balanced market
Yellow: Investors should hold their Bitcoin
Light Green: Bitcoin can be acquired for relatively cheap
Green: A good spot for accumulating a Bitcoin position
Light Blue: A very good BTC buying opportunity
Blue: Bitcoin is highly undervalued

 Is It Guaranteed?

It’s important to remember: past performance doesn’t guarantee future results.

As Bitcoin matures, market dynamics may shift. Institutional investors, regulations, macroeconomic conditions, and global adoption could influence whether the cycle continues in the same way.

That said, the halving remains a fundamental feature of Bitcoin’s design. Because it directly impacts supply, many investors still consider the 4-year cycle a useful framework for thinking about Bitcoin’s long-term price movements.  The ‘Bitcoin cycle theory is dead’ is a narrative that is raised frequently and this year has been no different, a market analyst on X going by the name of Frank Fetter tweeted their view on August 16th of how the Bitcoin price might move if the four year cycle continues.

https://x.com/FrankAFetter/status/1956498583416397832

Unsupported content, you can view it in the full version of the site

Visit

Key Takeaways for Beginners

  • Bitcoin’s halvings happen every four years, reducing the supply of new coins.
  • Historically, halvings have been followed by major bull runs and then bear markets.
  • The 4-year cycle theory suggests Bitcoin’s price follows a pattern tied to halvings.
  • While history supports the idea, nothing is guaranteed—market conditions can always change.

Final Thoughts

For new investors, the 4-year cycle is one of the most discussed patterns in Bitcoin’s history. Even if it doesn’t play out perfectly in the future, understanding it helps you see how supply, demand, and investor psychology have shaped Bitcoin’s journey so far.

If you’re just starting out, keep this in mind: cycles come and go, but the long-term story of Bitcoin has been one of innovation, scarcity, and increasing global attention.

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