April Week 1 - 2025

BITCOIN RESET
Is the Four Year Bitcoin Cycle Dead? Maybe That’s a Good Thing

For years, Bitcoin followed a rhythm that felt almost mechanical, crash, accumulate, rally, peak, repeat. The “four-year cycle,” built around Bitcoin’s halving schedule, was gospel. But lately, the market’s been off-beat to say the least. Despite institutional giants like BlackRock and Fidelity snapping up billions in Bitcoin via ETFs, price action has been... uninspired. So what gives?

Maybe the game has changed. Or more accurately, maybe Bitcoin is maturing.

Bitcoin Magazine has floated a compelling idea, we might be trading the tidy four-year cycle for a longer, messier 16-year arc. Think of it like the internet in the 90s. Massive hype, a brutal crash, then a steady climb into everyday dominance. If that’s the case, we’re somewhere in the middle now, post-hype, pre-dominance with Wall Street quietly accumulating supply like it’s going out of style.

And that quiet part matters. Unlike retail, institutions are not blasting buy orders on Coinbase. They’re buying over-the-counter, off-chain, and out of sight. Which means supply is drying up, but without the immediate pump retail investors are used to seeing.

Add to that Bitcoin’s growing correlation with traditional markets, especially the S&P and Nasdaq and you get a more mature, less erratic asset. Maybe even a safer one. It’s less about wild speculation, more about macro signals like global liquidity (M2) and economic cycles. Bitcoin might finally be wearing a suit.

If the four-year cycle is fading, that might not be bad news. A longer, sustained bull run driven by real adoption and macro forces could be far more powerful than the meme fueled hype casino. Sure, altcoins will come and go, but Bitcoin isn’t going anywhere.

It’s not just crypto anymore. It’s infrastructure. Strategic. Institutional. And maybe………….. timeless.

AI RESET
The AI Revolution Is No Longer Coming… It’s Here

If you clicked on the video above this article, you probably didn’t realize you were watching an AI avatar deliver it. That’s right. The host isn’t a real person. It’s a digital version of Julian Goldie, generated entirely by AI while the real Julian works behind the scenes. For many AI insiders, this might not be surprising, but for the uninitiated, it’s a glimpse into just how wild things have gotten.

Now, onto the actual news: the AI world is on fire.

OpenAI’s new image tool in ChatGPT is causing chaos in the best way possible. With a single prompt, users are generating high-quality, stylized images (think Studio Ghibli) that look like they were hand painted by a professional illustrator. It’s not just style transfer. This tool understands images on a deeper level, allowing you to edit lighting, backgrounds, and composition through simple text instructions. For content creators, this is a dream.

Not to be outdone, Google dropped Gemini 2.5 Pro. It’s crushing every major benchmark and outperforming GPT-4 in key tasks like coding. It handles million token context windows (this is like several books at once), and unlike most top models, it’s free.

Then there’s DeepSeek V3, open-source, blazing fast, and pushing GPT-4.5 level performance, all with no usage limits.

And that’s just scratching the surface. Microsoft’s new AI agents for business workflows, Anthropic’s Claude upgrade, browser based AI agents automating web tasks, this isn’t AI hype. It’s a full blown revolution.

Whether you’re a developer, marketer, or just curious, the pace of change is staggering. And yes, your next favorite YouTube host might not even be human.

Welcome to the age of AI. You’re not late, but don’t blink.

QUANT RESET
Quantum Advantage: Why the Real Race Hasn’t Even Started Yet

Quantum computing has long felt like science fiction: fascinating, promising, and always just out of reach. But that may finally be changing. As we approach the UN’s 2025 International Year of Quantum Science and Technology, the conversation is shifting from theory to traction.

At the center of it all is “quantum advantage” a concept that gets tossed around a lot but is often misunderstood. It doesn’t mean quantum computers will replace classical ones. It means they’ll outperform them at specific, computationally hard tasks, solving problems faster, more efficiently, or more accurately than classical machines ever could.

Take factoring large numbers. Classical computers struggle here, especially with numbers like RSA-1024, which has stumped mathematicians for decades. But back in 1994, Peter Shor developed a quantum algorithm that could, in theory, crack it efficiently. The catch? We still don’t have a quantum computer powerful enough to run it. Yet.

The key idea isn’t speed alone, but difference. Quantum computers don’t just do what classical computers do faster. They operate on fundamentally different principles, allowing them to solve problems that are otherwise infeasible.

But this isn’t a winner takes all scenario. Quantum advantage will emerge through collaboration, not replacement: quantum plus classical, not quantum versus classical.

Still, caution is warranted. Demonstrating quantum advantage isn’t a one time mic drop. It’s a scientific hypothesis that must survive constant challenge. And for any quantum solution to matter, we must be able to trust its results, especially when classical verification isn't possible.

We’re not there yet, but the gap is closing. As quantum devices improve and classical methods hit their ceiling, the silence that follows may speak volumes.

Quantum advantage isn’t just a milestone. It’s a signal that a new era of computing has quietly begun. 😎

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.