Could be, but I’ve seen no evidence presented that Trump has a substance abuse problem. My guess is, is that the “cycle” is indicative of mental health issues…be it some form of bipolar disorder or just the manner in which his developing dementia displays itself.
My guesstimate during the campaign, was that his cycle follows roughly a monthly pattern: 1 week of manic behavior, 1 week of depressed behavior, 2 weeks of “normal” behavior (and understand that Trump normal behavior isn’t normal by any other standards, merely compared to his own baseline). At times as the pace of the campaign trail heated up, it seemed to get compressed…a few days of mania followed by a few days of depression, followed by maybe a week of normal.
If this is true, and he is in a depression cycle, the analysis of his 100 days is going to be hitting him particularly hard. Its probably reasonable to assume then, that his next manic cycle will be even angrier and retaliatory.