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Bitcoin Price Rises Amid Halving Cycle Speculation

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The price of Bitcoin has risen by over 22% in recent weeks, sparking speculation about whether this marks the start of a new leg higher or simply a dead cat bounce within a bear market. The cryptocurrency peaked at $126,210 in October last year and subsequently fell more than 50%, hitting a low near $58,000 two months ago.

The optimistic case for Bitcoin's price increase rests on deleveraging and the US Treasury's actions to manage yields. Many crypto pundits believe that leverage used by investors last summer was massive, pushing up the price but also leaving it vulnerable to deleveraging. With leverage now normalized, this might ease pressure on Bitcoin.

On the other hand, some analysts argue that the four-year halving cycle has historically driven boom-bust cycles in Bitcoin's price. Mining rewards are cut in half every four years, leading to significant rallies and drawdowns ranging from 75% to over 90%. If this pattern continues, Bitcoin might be starting to rise into the April 2028 projected halving with a peak projected in early 2029.

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