Is the 4-Year Cycle Broken? CCI’s Joe Shew & Sam MacDonald Breaks Down The Real Market Reality

Markets are split down the middle right now - bulls are frothing, bears are doomer-posting, and everyone’s arguing on X.

To clear out the noise, Pav brings in Joe Shew and Sam MacDonald from Crypto Consulting Institute (CCI) for a mid-year reality check. They jump straight into the big questions: is the classic four-year cycle officially dead, or are institutions just taking profits faster?

Plus, they break down macro headaches like Fed rate moves, the Clarity Act deadline, and why altcoins like ETH and Hyperliquid are quietly holding up while everyone hates on Bitcoin.

You’ll hear: 

00:00 Pav, Joe, and Sam (CCI) break down why sentiment is so split right now.

02:38 Debating whether the traditional four-year framework still works against new market structures.

04:28 Retail Strategy vs. Institutional Profit-Taking

16:28 Unpacking rate hikes, Saylor headlines, the Coldcard breach, and the Clarity Act timer.

19:07 Why peak fear and hate around BTC usually signals we're near a bottom.

20:14 Why ETH and Hyperliquid (HYPE) are building solid support levels while BTC sits sideways.

27:08 Simple tools and frameworks to track on-chain data without getting overwhelmed.

… and much more!