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.
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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
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Not financial or tax advice. For educational purposes only.
