The Nasdaq just broke its 200-day moving average. In 2022, that was the signal for a 35% collapse. Is history repeating? Mike and Ryan dive into the "Complacency Trap," why the war in Iran is actually a strategic play for China’s oil, and the onchain data suggesting Bitcoin hasn't hit "Deep Value" yet. They also break down the 2022 analog, the 6.4% mortgage rate reality, and why the "Trump Prize" won't save the markets this time.---- 📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy  ----🎯THE DEFI REPORT | FOLLOW &amp; SUBSCRIBEhttps://thedefireport.io/friends https://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt ----TIMESTAMPS 0:00 Intro1:43 Market Complacency &amp; The War in Iran7:45 Geopolitical Implications of Oil10:04 The US-China Connection13:26 Lessons from 202216:44 On-Chain Bitcoin Insights22:14 Risk Asset Market Psychology26:33 ETF Inflows and Market Health28:54 Bitcoin Price Targets32:44 TDR Portfolio Update33:56 Patience in Bear Markets36:28 Closing &amp; Disclaimers ----Not financial or tax advice. For educational purposes only.

<description>
 &lt;p&gt;The Nasdaq just broke its 200-day moving average. In 2022, that was the signal for a 35% collapse. Is history repeating?&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Mike and Ryan dive into the "Complacency Trap," why the war in Iran is actually a strategic play for China’s oil, and the onchain data suggesting Bitcoin hasn't hit "Deep Value" yet. They also break down the 2022 analog, the 6.4% mortgage rate reality, and why the "Trump Prize" won't save the markets this time.&lt;/p&gt;&lt;p&gt;----&lt;br&gt;📣GALAXY | INSTITUTIONAL DIGITAL FINANCE&lt;/p&gt;&lt;p&gt;https://bankless.cc/Galaxy &lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;----&lt;/p&gt;&lt;p&gt;🎯THE DEFI REPORT | FOLLOW &amp;amp; SUBSCRIBE&lt;/p&gt;&lt;p&gt;https://thedefireport.io/friends &lt;/p&gt;&lt;p&gt;https://thedefireport.transistor.fm/&lt;/p&gt;&lt;p&gt;https://thedefireport.io/&lt;/p&gt;&lt;p&gt;https://x.com/the_defi_report&lt;/p&gt;&lt;p&gt;https://x.com/JustDeauIt&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;----&lt;/p&gt;&lt;p&gt;TIMESTAMPS&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;0:00 Intro&lt;/p&gt;&lt;p&gt;1:43 Market Complacency &amp;amp; The War in Iran&lt;/p&gt;&lt;p&gt;7:45 Geopolitical Implications of Oil&lt;/p&gt;&lt;p&gt;10:04 The US-China Connection&lt;/p&gt;&lt;p&gt;13:26 Lessons from 2022&lt;/p&gt;&lt;p&gt;16:44 On-Chain Bitcoin Insights&lt;/p&gt;&lt;p&gt;22:14 Risk Asset Market Psychology&lt;/p&gt;&lt;p&gt;26:33 ETF Inflows and Market Health&lt;/p&gt;&lt;p&gt;28:54 Bitcoin Price Targets&lt;/p&gt;&lt;p&gt;32:44 TDR Portfolio Update&lt;/p&gt;&lt;p&gt;33:56 Patience in Bear Markets&lt;/p&gt;&lt;p&gt;36:28 Closing &amp;amp; Disclaimers&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;----&lt;/p&gt;&lt;p&gt;Not financial or tax advice. For educational purposes only.&lt;/p&gt;
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The DeFi Report

Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown

Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown

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