About this episode

The episode discusses the relationship between Bitcoin and the Nasdaq, analyzing market conditions and potential future movements.

The Nasdaq has nearly erased a 10% selloff, but the bond market may be telling a very different story. Mike and Ryan break down why the Fed may be letting rising long-term yields tighten financial conditions, whether the rally in equities is built to last, and why Bitcoin may have already bottomed relative to the Nasdaq even if both markets still have more pain ahead. They also cover Bitcoin’s cycle metrics, Strategy’s latest BTC sales, and the possibility of one final move toward $55K before the next major buying opportunity. ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 0:21 NASDAQ vs Bitcoin 2:04 Market Whipsaw Explained 6:32 Bitcoin Cycle Check 13:16 Strategy’s Bitcoin Stress 16:06 Bitcoin Dominance Shift 22:39 Bitcoin Versus QQQ 26:43 Fed Lets Yields Run 34:39 Staying Patient Into Year-End ---- Not financial or tax advice. For educational purposes only.

People in this episode

Host: Michael Nadeau

Guest: Ryan

Topics covered

• Bitcoin
• Nasdaq
• financial conditions
• equities rally
• market analysis
• investment strategy

Keywords

• Bitcoin
• Nasdaq
• financial conditions
• equities
• investment strategy
• market analysis
• BTC sales
• yields
• buying opportunity

Mentioned in this episode

Organizations: Fed

Products: Bitcoin, Nasdaq, BTC, QQQ

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• Is AI Entering the "DAT Season" Stage of the Cycle? · August 19, 2026 · 42 min
• QE Lite, Rising Yields & Bitcoin’s Final Bear Market Test · August 12, 2026 · 42 min
• Can the Economy Handle Rate Hikes? · July 29, 2026 · 34 min

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