BTC Cycle Low? & Views on macro, altcoins, & crypto equities
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.
Sponsors
Galaxy One
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