Bitcoin vs. Nasdaq: Is This Rally a Trap?
Notes de l’épisode
The Nasdaq has nearly erased a 10% selloff, but the bond market may be telling a very different story. Mike and Ryan break down why the Fed may be letting rising long-term yields tighten financial conditions, whether the rally in equities is built to last, and why Bitcoin may have already bottomed relative to the Nasdaq even if both markets still have more pain ahead. They also cover Bitcoin’s cycle metrics, Strategy’s latest BTC sales, and the possibility of one final move toward $55K before the next major buying opportunity.
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TIMESTAMPS
0:00 Intro
0:21 NASDAQ vs Bitcoin
2:04 Market Whipsaw Explained
6:32 Bitcoin Cycle Check
13:16 Strategy’s Bitcoin Stress
16:06 Bitcoin Dominance Shift
22:39 Bitcoin Versus QQQ
26:43 Fed Lets Yields Run
34:39 Staying Patient Into Year-End
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Not financial or tax advice. For educational purposes only.