<p>Bitcoin is down 47% from the highs, but Mike says the real “fat pitch” still hasn’t arrived.</p><p><br></p><p>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.</p><p>----<br>📣GALAXYONE | SOLANA STAKING</p><p><a href="https://bankless.cc/GalaxyOne">https://bankless.cc/GalaxyOne</a>  </p><p><br></p><p>----</p><p>🎯THE DEFI REPORT | FOLLOW &amp; SUBSCRIBE</p><p>https://thedefireport.io/friends </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>2:16 Buffett's Market Perspective</p><p>4:45 Galaxy One Staking Launch</p><p>6:31 War's Impact on Markets</p><p>11:07 Energy Crisis Analysis</p><p>14:03 Fed Rate Predictions</p><p>18:11 Speculating on Trump's Announcement</p><p>24:50 Bitcoin Price Analysis</p><p>28:14 Deep Value &amp; Market Strategy</p><p>32:53 Altcoins &amp; Crypto Equities</p><p>35:04 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

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

APR 1, 202635 MIN
The DeFi Report

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

APR 1, 202635 MIN

Description

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 STAKINGhttps://bankless.cc/GalaxyOne  ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.io/friends https://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro2:16 Buffett's Market Perspective4:45 Galaxy One Staking Launch6:31 War's Impact on Markets11:07 Energy Crisis Analysis14:03 Fed Rate Predictions18:11 Speculating on Trump's Announcement24:50 Bitcoin Price Analysis28:14 Deep Value & Market Strategy32:53 Altcoins & Crypto Equities35:04 Closing & Disclaimers----Not financial or tax advice. For educational purposes only.