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Everyone Was Wrong About This Cycle | Andy Edstrom episode artwork

Feb 17, 2026 1 hr 10 min

Everyone Was Wrong About This Cycle | Andy Edstrom

from What Bitcoin Did

"Bear markets are about both price and time. We've had quite a bit of pain on price, we haven't had that much time yet." Andy Edstrom, author of Why Buy Bitcoin, joins the show to discuss capital preservation and portfolio allocation during a downturn. We analyze the structural health of the market, why the "This Time is Different" narrative failed, and why institutional treasury strategies might be creating a drag on Bitcoin's spot price. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CAPE CLUB ORANGE FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny Andy Edstrom: https://x.com/edstromandrew

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Everyone Was Wrong About This Cycle | Andy Edstrom

0:00 1:10:13

Chapters

  1. 0:00 Is Bitcoin Stupid Cheap Yet?
  2. 0:45 Andy Edstrom on Calling the Bitcoin Bear Market
  3. 2:09 The Myth of the Four-Year Cycle
  4. 14:51 Michael Saylor and the Four-Year Cycles
  5. 18:17 Is Bitcoin Savings or Investment?
  6. 27:34 Commodities as Investments
  7. 43:49 Why Not Be All In on Bitcoin?
  8. 53:21 The Impact of Treasury Companies on Bitcoin
  9. 1:08:00 Certainty and Doubt

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This episode is 1 hour and 10 minutes long.

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This episode was published on February 17, 2026.

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