Bitcoin is pushing toward $100K, but is the move real or just a positioning unwind? Mike and Ryan break down the CPI surprise, real rates and breakevens, why global liquidity still looks like it’s rolling over, and what the onchain data says about true demand, from ETF flows to long term holder selling, open interest, and funding. Mike explains what would convince him this rally can reclaim $100K as support, and why he’s still staying patient and largely in cash.---- 📣THE DEFI REPORT | FOLLOW &amp; SUBSCRIBEhttps://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt ----TIMESTAMPS 0:00 Intro0:14 Next Stop: $100K Bitcoin?1:10 Positive Price Action4:54 Powell's Prosecution &amp; Market Impact6:08 Bitcoin's Moment?9:14 Understanding Real Rates &amp; CPI12:19 Global Liquidity &amp; Bitcoin17:57 Onchain Data Insights21:47 Market Demand Signals26:14 Anticipating Market Reactions32:15 Upcoming Assets on the Watchlist35:44 Closing ----Not financial or tax advice. For educational purposes only.

<description>
 &lt;p&gt;Bitcoin is pushing toward $100K, but is the move real or just a positioning unwind? Mike and Ryan break down the CPI surprise, real rates and breakevens, why global liquidity still looks like it’s rolling over, and what the onchain data says about true demand, from ETF flows to long term holder selling, open interest, and funding. Mike explains what would convince him this rally can reclaim $100K as support, and why he’s still staying patient and largely in cash.&lt;/p&gt;&lt;p&gt;----&lt;br&gt;📣THE DEFI REPORT | FOLLOW &amp;amp; SUBSCRIBE&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;0:14 Next Stop: $100K Bitcoin?&lt;/p&gt;&lt;p&gt;1:10 Positive Price Action&lt;/p&gt;&lt;p&gt;4:54 Powell's Prosecution &amp;amp; Market Impact&lt;/p&gt;&lt;p&gt;6:08 Bitcoin's Moment?&lt;/p&gt;&lt;p&gt;9:14 Understanding Real Rates &amp;amp; CPI&lt;/p&gt;&lt;p&gt;12:19 Global Liquidity &amp;amp; Bitcoin&lt;/p&gt;&lt;p&gt;17:57 Onchain Data Insights&lt;/p&gt;&lt;p&gt;21:47 Market Demand Signals&lt;/p&gt;&lt;p&gt;26:14 Anticipating Market Reactions&lt;/p&gt;&lt;p&gt;32:15 Upcoming Assets on the Watchlist&lt;/p&gt;&lt;p&gt;35:44 Closing&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;
 </description>

The DeFi Report

Next Stop $100k?

Next Stop $100k?

Description