About this episode
The episode discusses the potential cycle low for Bitcoin and various market signals affecting its price.
Bitcoin may have already hit its cycle low, but the confirmation signal still hasn’t fired. Mike and Ryan break down the bull case for a $60K bottom, why realized cap and supply in profit matter, what top-buyer cohorts are still signaling, and how inflation, rising yields, and a potential Fed hike could force one more drop. ---- 📣GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/Galaxy ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt The Watch List: Zcash (ZEC) https://thedefireport.io/research/the-watch-list-zcash-zec ---- TIMESTAMPS 0:00 Intro 4:16 Realized Cap Signals 12:17 Supply Profit Check 14:11 RSI & Cycle Lows 18:01 Coins Still Need Rotation 20:51 Inflation & Yields 31:00 Key Levels & Scenarios 34:17 Altcoin Rotation Watch 36:52 Closing & Disclaimers ---- Not financial or tax advice. For educational purposes only.
People in this episode
Host: Michael Nadeau
Guest: Ryan
Topics covered
- Bitcoin
- cycle low
- inflation
- investing
- crypto market
Keywords
- Bitcoin
- cycle bottom
- realized cap
- supply in profit
- inflation
- Fed hike
- Zcash
Sponsors
GALAXY
Mentioned in this episode
Organizations: THE DEFI REPORT
Products: Zcash (ZEC)
More episodes of The DeFi Report
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- Bitcoin’s $60K Test Just Got More Serious · June 3, 2026 · 37 min
- Bitcoin’s Unfinished Pain & Altcoin Hype or Head Fake? · May 27, 2026 · 43 min
- Momentum is slowing as macro risks are rising · May 13, 2026 · 34 min
- Are we still in a bear market rally? · May 6, 2026 · 35 min
- Still Patient? Why This Bitcoin Rally May Be on Borrowed Time · April 29, 2026 · 41 min
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