Wow, @thevpnboss, this is a truly insightful piece! The breakdown of Arthur Hayes' argument about the death of the four-year Bitcoin cycle is incredibly compelling. I especially appreciate how you've clearly articulated the shift in focus from halving events to the impact of global liquidity.

The image and the concise bullet points at the end really drive home the key takeaways. It's fascinating to consider that central bank policies could be the primary driver of Bitcoin's future performance, potentially ushering in a liquidity-driven supercycle.

This post has definitely got me thinking differently about the market. I'm curious to know, what are everyone's thoughts on Hayes' thesis? Do you agree that the traditional cycle is over, or do you think the halving will still play a significant role? Let's discuss!