I am following some news about crypto investments that point to a much more serious scenario for Bitcoin in the coming months. According to analysis from ZX Squared Capital, we are in a very deep bear market phase and there could be an additional drop of about 30% during 2026.

The context is interesting. Bitcoin reached nearly $126 thousand dollars last October, but has been falling since then. Now it’s hovering around $72,700. And there’s a pattern that people who work with crypto investment news always mention: the four-year cycle.

This cycle revolves around the halving, which is when the mining reward is cut in half. The last halving was in April 2024, and historically, BTC’s price tends to peak about 16 to 18 months afterward. Exactly what happened in October. But then comes the crash, and that’s precisely where we are now.

What makes this so predictable? Pure psychology. Individual investors tend to act very repetitively: they jump into the hype, then exit in panic. This reinforces the boom-and-bust pattern we see every four years. It’s like a cycle that no one can break because emotion always overrides reason.

But there’s more. There’s also the issue of companies that have accumulated Bitcoin as a treasury asset. If they are forced to sell to meet debt obligations during this bear market, it could create an even sharper spiral of sales. News about institutional investments shows that crypto ETFs and these corporate reserves account for only about 10% of the total market, but they still carry weight.

The point is that Bitcoin continues to be treated more as a speculative asset than as a safe haven, like gold. Until institutional adoption truly gains strength, these cycles tend to repeat. The short-term trend is that the bear market will deepen before any recovery. It’s a scenario worth watching in upcoming crypto investment news.