Episode Details
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The Case for a New Crypto Bull Market
Description
Bitcoin just surged 22% in 48 hours, and Mike’s outlook has flipped with it. Mike and Ryan break down why the cycle lows may now be in, what the latest onchain data says about a potential early bull phase, and how Treasury intervention in long-term yields changed the macro setup. They also cover Strategy’s $1.6B Bitcoin war chest, the return of crypto animal spirits, and the key $81.8K level that could confirm the next bull market.
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TIMESTAMPS
0:00 Intro
0:14 Regime Shift Begins
2:11 Bullish Catalyst Emerges
6:59 Reading Bitcoin Market Structure
12:20 Capitulation Metrics and Volume
17:01 Crypto Reflexivity Returns
19:58 Treasury Buybacks and Yields
28:56 The 1940s Playbook
35:02 Debasement Trade Reassessment
39:41 Key Bitcoin Levels
42:09 Portfolio Goes Risk On
45:29 Early Bull, Still Active
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Not financial or tax advice. For educational purposes only.