# The Missing Variable

URL: /show/this-week-in-bitcoin/82/
> Once you see the missing variable, Bitcoin’s pullback clicks into place. The four-year cycle is cracking, and the filter-fork battle isn’t cooling off either.

- Show: [This Week In Bitcoin](/show/this-week-in-bitcoin/)
- Episode: 82
- Date: 2025-11-19
- Hosts: chris
- Duration: 01:13:41
- Audio: https://feeds.fountain.fm/40huHEEF6JMPGYctMuUI/items/KEOrIf8sX99RrI4YiyHV/files/AUDIO---DEFAULT---a46a2ca9-30b8-4313-a67d-be17c2f8b5cb.mp3


Transcripts: [application/x-subrip](https://feeds.fountain.fm/40huHEEF6JMPGYctMuUI/items/KEOrIf8sX99RrI4YiyHV/files/AUDIO---TRANSCRIPT---DEFAULT---SRT.srt)




### Episode Links

* 🇺🇸 [Buy Sats on River](https://partner.river.com/jupiter) \- The best way to stack in the US
* 🇨🇦 [The Bitcoin Well](https://www.bitcoinwell.com/jupiter) \- An amazing automatic self-custody Bitcoin platform
* ⚡ [The Bitcoin Company](https://app.thebitcoincompany.com/signup?ref=JUPITER) \- Spending your Bitcoin Via Lightning
* 🏦 [Fold Card](https://use.foldapp.com/r/XNHPXTFC) \- Pay bills Stack Sats
* 💵 [SALT Lending](https://borrower.saltlending.com/register?referralCode=GkPQdbqWG) \- Get access to your BTC Value w/out Selling

**Show Notes**

* [Is the ISM Losing Its Power — or Pointing to a 2026 Bitcoin Supercycle?](https://finance.yahoo.com/news/ism-losing-power-pointing-2026-192000515.html)
* [ISM Manufacturing PMI suggests Bitcoin cycle may extend beyond historical norm — TradingView News](https://www.tradingview.com/news/cointelegraph:fe39dafcc094b:0-ism-manufacturing-pmi-suggests-bitcoin-cycle-may-extend-beyond-historical-norm/)
* [Dan Gambardello on X: "There Never Was A 4 Year Crypto Cycle](https://x.com/dangambardello/status/1990810622297059385)
* [Bitcoin Cycle May Run Longer Than Expected, Per ISM Data | CoinMarketCap](https://coinmarketcap.com/academy/article/bitcoin-cycle-may-run-longer-than-expected-per-ism-data)
* [Jack Mallers Reveals Why 50% of Bitcoin Holders Are Underwater Ahead of Dec 1st - YouTube](https://www.youtube.com/watch?v=j5PciTodGZ8)
* [The Czech National Bank has purchased digital assets for the first time in its history. 🌐](https://x.com/cnb_cz/status/1988940072742191344)
* [Mike Kelly on X OFAC Fears](https://x.com/NicerInPerson/status/1991078721273352582)
* [Trump promises $2,000 tariff checks by mid-2026](https://www.axios.com/2025/11/17/2000-tariff-dividend-trump-check-2026)

**Music**

* [Auto Inter Woven Minds By: Longy](https://podcastindex.org/podcast/7569233)