Is Crypto Ready for Its Next Leg Up?
Show notes
Fear has returned to crypto, but the next rally may be closer than it looks. Mike and Ryan break down Bitcoin’s resilience amid a sharp altcoin selloff, the holder rotation driving its consolidation, and why seller exhaustion could set up the next move. They also discuss the $87K breakout level, mounting stress in AI debt markets, Bitcoin’s divergence from the Nasdaq, and whether quality altcoins are becoming attractive again.
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RESOURCES
The Watch List: ETH Q3 Update
https://thedefireport.io/research/the-watch-list-eth-q3-update
The Watch List: SOL Q3 Update
https://thedefireport.io/research/the-watch-list-sol-q3-update
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TIMESTAMPS
0:00 Intro
0:13 Bitcoin Holds Strong as Altcoins Fearful
4:00 Bitcoin’s Cycle Signals & Capitulation
11:19 Bitcoin Dominance and Strategy’s Next Move
17:51 AI Debt Fears & Credit Spreads
22:30 Treasury Yields, Stocks, & Capital Flows
31:42 Debt Risks, Bitcoin, & Government Intervention
35:30 Bitcoin Versus & Nasdaq
39:11 Altcoin Dips and Portfolio Strategy
43:02 Ether, Solana, & Closing Thoughts
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Not financial or tax advice. For educational purposes only.