A fraying global order and a renewed bid for gold may be the early setup for the next crypto cycle, even if Bitcoin hasn’t confirmed the signal yet. That’s the argument from Will Taylor (@Cryptoinsightuk), who laid out a macro-to-crypto framework in a Jan. 17 X post.

Taylor framed his post as an attempt to timestamp his thinking rather than deliver a clean forecast. “I’m going to try and relate this as much to crypto as possible, because that’s where the majority of my investments reside,” he wrote.

Taylor’s starting point is qualitative but clear: “something feels different,” and the shift has accelerated over the last five to six years. He points to a US-led “rules-based order” showing “early signs of…