Show Notes
In this episode of The DeFi Report, Mike and Ryan break down Bitcoin’s sharp drop below $65K fair value and whether last week’s capitulation was the long-awaited fat pitch. They compare this cycle to 2018 and 2022, explain why the selloff has accelerated faster than past bears, and unpack what Mike means when he says spot markets are “tangled.” With 40% of supply held above $78K and heavy dip buying at $84K, they explore the risk of a relief rally into resistance and the potential for one more leg down toward the 200-week moving average. They close with details on TDR’s first deployment of the bear market, deep value targets, and how they’re scaling into positions while keeping dry powder ready. ---- 📣THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.transistor.fm/ https://thedefireport.io/ https://x.com/the_defi_report https://x.com/JustDeauIt
---- TIMESTAMPS
0:00 Intro 1:09 Market Sentiment Shifts 3:28 Comparing Past Cycles 6:13 First Purchase of the Bear Market 7:49 Forced Selling & Market Reactions 12:50 Analyzing Market Structure 17:29 Understanding New Market Psychology 21:52 TDR's Strategic Allocation 27:47 Updates on the Watch List 31:28 Triggers for Altcoin Deployments 32:49 Closing & Disclaimers
---- Not financial or tax advice. For educational purposes only.
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