Bitcoin's pushing through 100k and that's sending a pretty clear message—the bottom's in. But here's what traders need to wrap their heads around: the traditional four-year cycle narrative? That's becoming outdated. The market's evolved beyond those neat, predictable patterns. What we're really watching now is how massive amounts of capital start repositioning. When you're looking at this level of money flow, it doesn't just move in cycles anymore. Institutions, retail, derivatives traders—they're all recalculating their moves. The breakout above 100k isn't just a number; it's a signal that forces a serious rethink on positioning and allocation strategy across the entire market.