Digital Asset Research

Digital Asset Research

The Missing Piece to the Puzzle: How the ETF Signal Rewired the Market Structure

Jan 08, 2026
∙ Paid

Happy New Year and welcome to our first major report of 2026.

This report focuses on the one event that has fundamentally altered the trajectory of the crypto cycle.

As the saying goes, change is the only thing inevitable in life and the one thing people hate most. Most seek out comfort and familiarity as a refuge from a world of uncertainty and chaos.

However, that is exactly what markets are: a real-time visualization of that very uncertainty. Yet, many traders still try to find “comfort” in this game, which is a surefire recipe for disaster.

Anyone who has been in the markets long enough knows that the moment you get overly comfortable with a pattern is the exact moment the market moves to exploit that comfort.

When it comes to crypto cycles, it seems far too many people have grown too familiar with the traditional four-year rhythm. The market loves this familiarity.

Today, I’m going to show you the one key event that provides substantial evidence of exactly how, why, and when this cycle was altered.

This analysis doesn’t change our outlook for 2026, in fact, it complements our forecast and provides fresh evidence as to why so many people are likely to get this year completely wrong.

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