BTC Cycle Low? & Views on macro, altcoins, & crypto equities

BTC Cycle Low? & Views on macro, altcoins, & crypto equities

From The DeFi Report by Michael Nadeau

April 1, 2026 · 36 min · Episode 13

About this episode

The episode discusses Bitcoin's price movements and macroeconomic factors affecting the crypto market.

Bitcoin is down 47% from the highs, but Mike says the real “fat pitch” still hasn’t arrived. Mike and Ryan break down where BTC could actually bottom using realized price, the 200-week moving average, and deep value onchain signals, plus why oil, Iran, rates, and recession risk still matter more than most crypto investors think. ---- 📣GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://thedefireport.io/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 2:16 Buffett's Market Perspective 4:45 Galaxy One Staking Launch 6:31 War's Impact on Markets 11:07 Energy Crisis Analysis 14:03 Fed Rate Predictions 18:11 Speculating on Trump's Announcement 24:50 Bitcoin Price Analysis 28:14 Deep Value & Market Strategy 32:53 Altcoins & Crypto Equities 35:04 Closing & Disclaimers ---- Not financial or tax advice. For educational purposes only.

People in this episode

Host: Michael Nadeau

Guest: Ryan

Topics covered

  • Bitcoin price analysis
  • macro economic factors
  • altcoins
  • crypto equities
  • market strategy
  • investment insights

Keywords

  • Bitcoin
  • crypto
  • altcoins
  • market analysis
  • investment
  • macro
  • recession
  • oil
  • Iran

Sponsors

Galaxy One

Mentioned in this episode

Organizations: Bankless, The DeFi Report, Solana

Books & works: Bitcoin Price Analysis, Deep Value & Market Strategy, Altcoins & Crypto Equities

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