Bitcoin Wednesday Amsterdam #154

Bitcoin Wednesday Edition #154: Spring 2026 Back to Vondelpark

For this next Bitcoin Wednesday we return to Vondelpark's Vondelfontein to open up the spring season.

47% Below ATH. Halving Cycle Peaked.
April Fool's? The Market Isn't Laughing,

Bitcoin hit $126,000 in October 2025 -- its cycle peak, right on the post-halving schedule. As of 30 March, it is at $67,500, down almost 47%.

A month into the Iran war, oil is above $112 and the Fed is frozen. Gold just posted its longest losing streak since 1920 -- 10 consecutive days down -- a 106-year record -- precisely because oil-driven inflation is killing rate-cut hopes, and gold pays no interest. Bitcoin, unburdened by that dynamic, held its footing through the same period. Gold and Bitcoin now carry a negative correlation of -0.31 -- they have been actively moving in opposite directions.

This is either one of the most interesting macro setups of the year, or one of the most dangerous. Come debate it with us in the Vondelpark just as Amsterdam's tulips are breaking ground.