"Never fade a repeating market cycle The hosts admitted they had both been "cycle haters" in crypto — intellectually resisting the 4-year Bitcoin cycle because efficient markets shouldn't allow a predictable pattern to persist. Yet as Ryan acknowledged, "the cycle has humbled me too many times to ever question it again," and David added "don't fade the cycle" as the number-one rule in crypto. The practical takeaway is that when a well-documented, evidence-backed cycle reasserts itself, fighting it on theoretical grounds is costlier than accepting it: adjust your position sizing and time horizon to align with the cycle rather than argue against it. Source: Ryan Sean Adams & David Hoffman, Bankless, Weekly Rollup – Iran War, Stablecoin Yield, NYSE Tokenization"