<p>Bitcoin just completed the longest bear market rally of the last two cycles, but under the hood, the data still looks eerily similar to 2022. Mike and Ryan break down the battle between shorts and spot buyers, why $85K may decide the market, what ETF flows and Saylor’s bid are really signaling, and the setup that could trap both bulls and bears.</p><p>----<br>📣GALAXY | INSTITUTIONAL DIGITAL FINANCE<br>https://bankless.cc/Galaxy</p><p><br></p><p>----</p><p>🎯THE DEFI REPORT | FOLLOW &amp; SUBSCRIBE</p><p><a href="https://thedefireport.cc/rss">https://thedefireport.cc/rss</a>  </p><p>https://thedefireport.transistor.fm/</p><p>https://thedefireport.io/</p><p>https://x.com/the_defi_report</p><p>https://x.com/JustDeauIt</p><p><br></p><p>----</p><p>TIMESTAMPS</p><p><br></p><p>0:00 Intro</p><p>3:03 Market Dynamics and Institutional Influence</p><p>5:53 Trader Sentiment &amp; Market Positioning</p><p>10:04 Spot Market Analysis</p><p>15:10 ETF Flows &amp; Institutional Demand</p><p>19:06 Market Structure &amp; Cycle Analysis</p><p>21:09 Bitcoin's Correlation &amp; NASDAQ</p><p>26:05 Critical Price Zones for Bitcoin</p><p>30:12 Mike's Investment Strategy &amp; Market Outlook</p><p>33:17 The Marshmallow Test </p><p>34:17 Closing &amp; Disclaimers</p><p><br></p><p>----</p><p>Not financial or tax advice. For educational purposes only.</p>

The DeFi Report

Michael Nadeau

Are we still in a bear market rally?

MAY 6, 202635 MIN
The DeFi Report

Are we still in a bear market rally?

MAY 6, 202635 MIN

Description

Bitcoin just completed the longest bear market rally of the last two cycles, but under the hood, the data still looks eerily similar to 2022. Mike and Ryan break down the battle between shorts and spot buyers, why $85K may decide the market, what ETF flows and Saylor’s bid are really signaling, and the setup that could trap both bulls and bears.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/rss  https://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro3:03 Market Dynamics and Institutional Influence5:53 Trader Sentiment & Market Positioning10:04 Spot Market Analysis15:10 ETF Flows & Institutional Demand19:06 Market Structure & Cycle Analysis21:09 Bitcoin's Correlation & NASDAQ26:05 Critical Price Zones for Bitcoin30:12 Mike's Investment Strategy & Market Outlook33:17 The Marshmallow Test 34:17 Closing & Disclaimers----Not financial or tax advice. For educational purposes only.