“CRYPTOQUANT CEO CEO CRIPTOQUANT JON JON JON JOCUS that the classical bitcoin-cycles theory is no longer relevant. He has publicly recognized the fallacy of his previous forecasts. #Bitcoin Cycle Theory is Dead. My predices Were Based on It – Buy Whos Accuumulalate, Sell WHEN RETAIL JOINS. But that pattern no longer holds. Last Cycle, WHALES SOLD TO RETAIL. This time, […]”, – WRITE: Businessua.com.ua
CRYPTOQUANT CEO CEO CRIPTOQUANT JON JON JON JOCUS that the classical bitcoin-cycles theory is no longer relevant. He has publicly acknowledged the fallacy of his preliminary forecasts.
#Bitcoin Cycle Theory is Dead.
My predices Were Based on It – Buy Whos Accuumulalate, Sell WHEN RETAIL JOINS. But that pattern no longer holds.
Last Cycle, WHALES SOLD TO RETAIL. This Time, Old Whales Sell to New Long-Term Whales. Institute Adoption Is Bigger than We…
– ki young ju (@ki_young_ju) July 24, 2025
According to JJ, earlier the market obeyed the scheme: “Buying during whale accumulation, sale – when retail is connected.” But now the old large players pass assets to new long -term investors. Institutional participants play a much larger role than expected.
“Trading now seems to be careless, because the holders have become more than traders,” he wrote.
Ion Jon Ju also apologized for false forecasts. In March, he announced the completion of the bull market, but then relied on the classic model of cycles.
“I sincerely apologize if my analysis has influenced your investment decisions. In the future, I will focus on data, not on outdated templates, ”CEO added.
Earlier, the Cryptoquant analyst Burak Keschmchi noted that since 2023 the balances of small participants are steadily declining, while large investors have been actively accumulating BTC. This confirms the schedule below.
BTC distribution between small and large players. Source: Cryptoquant.
Not everyone agrees Ju’s opinion has caused a discussion among analysts. Crypto Ex-insider trader believes that theory is not dead but transformed:
Cycle Theory Didn’t Die, It Evolved.
The Retail Vs. Whale Dynamic Got Replaced by Long-Horizon Giants Reshapping the Game.
This isn’t the end of trading, it’s the beginning of a slower, Deeper War for Supply.
The Real Shift? Time Preference.
-Crypto Ex-insider 🥷 (@xinsidercrypto) July 24, 2025
“The confrontation of retail and whales has changed to a game of long -term titans. This is not the end of the trading, but the beginning of the slower and deeper struggle for liquidity, ”he wrote.
The Macrofi user noted that the problem is over-confidence in onchin analysis:
“While you rely on onchin-Dani, mistakes are inevitable-because these data are delayed. So, your conclusions are potentially false. ”
Citi Forecast: $ 135,000 per bitcoin by the end of the year Meanwhile, Citi Bank analysts have published an updated Bitcoin price forecast by the end of 2025:
- Basic scenario – $ 135,000;
- optimistic – $ 199,000;
- Pessimistic – $ 64,000.
According to the bank, three factors will play a key role: the expansion of the custom base, the macroeconomic situation and the demand from Bitcoin-ETF.
The Cryptoquant analyst with Nick G Aah noted that the IBCI indicator for the third time reached the “euphoria zone” for the third time – 80%. However, the market is still in the bull phase, and has the potential for new records.
At the time of the Bitcoin publication, it is traded at $ 115 440. According to Coingcko, the price decreased by 2%per day. The reason is sales from Galaxy Digital.
BTC/USDT graph at Binance. Source: TradingView.
Earlier, Glassnode chief analyst James Check has questioned the likelihood of reaching $ 200,000 this year.
The gun
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