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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.
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📣GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/Galaxy
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🎯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
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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
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Not financial or tax advice. For educational purposes only.
By Michael NadeauBitcoin 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.