Alternative Asset Cycle Bet

The idea

I believe rising 10-year yields and a quiet IPO market are pushing money toward assets that can't be printed, and bitcoin's four-year cycle makes this a one-to-two year window rather than a long-term shift. I'm expressing it through BTC and ETH as the core, a basket of miners, exchanges and trading platforms, a few cycle-sensitive alts, and a leveraged bitcoin treasury name, with cash held back to buy the sharp dips this theme tends to produce. If the cycle timing breaks down or yields reverse, that's my signal to rethink it.