QE Lite, Rising Yields & Bitcoin’s Final Bear Market Test
About this episode
The episode discusses Bitcoin's potential final bear market phase amidst rising macroeconomic risks and Treasury yield changes.
Bitcoin may be entering the final stretch of the bear market, but macro risks are starting to build. Mike and Ryan break down the Treasury’s new “QE Lite” play, why 30-year yields are breaking to 20-year highs, and how intervention in the yen could ripple across global markets. They also cover gold’s latest surge, Bitcoin’s key cycle levels, and whether one final risk-off move could send BTC toward deep value territory before the next expansion. ---- 🎯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 0:14 Bear Market Finale Setup 3:33 On-Chain Cohorts & Capitulation 10:09 Weak Volumes, Miner Selling 13:30 Inflation, Yen, & Gold 17:53 Treasury Yields Break Higher 26:04 Yen And Nasdaq Divergence 32:11 Bitcoin Price Scenarios Ahead 38:20 Pump Thesis & Cycle Upside ---- Not financial or tax advice. For educational purposes only.
People in this episode
Host: Michael Nadeau
Guest: Ryan
Topics covered
- Bitcoin bear market
- macro risks
- Treasury yields
- gold surge
- yen intervention
- BTC price scenarios
Keywords
- Bitcoin
- QE Lite
- Treasury yields
- gold
- yen
- bear market
- macro risks
Mentioned in this episode
Organizations: Treasury
Products: Bitcoin, gold, yen
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- The Case for a New Crypto Bull Market
- Is AI Entering the "DAT Season" Stage of the Cycle?
- Bitcoin vs. Nasdaq: Is This Rally a Trap?
- Can the Economy Handle Rate Hikes?
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