QE Lite, Rising Yields & Bitcoin’s Final Bear Market Test

Bitcoin may be entering the final stretch of the bear market, but macro risks are starting to build. Mike and Ryan break down the Treasury’s new “QE Lite” play, why 30-year yields are breaking to 20-year highs, and how intervention in the yen could ripple across global markets. They also cover gold’s latest surge, Bitcoin’s key cycle levels, and whether one final risk-off move could send BTC toward deep value territory before the next expansion.

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TIMESTAMPS

0:00 Intro

0:14 Bear Market Finale Setup

3:33 On-Chain Cohorts & Capitulation

10:09 Weak Volumes, Miner Selling

13:30 Inflation, Yen, & Gold

17:53 Treasury Yields Break Higher

26:04 Yen And Nasdaq Divergence

32:11 Bitcoin Price Scenarios Ahead

38:20 Pump Thesis & Cycle Upside

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Not financial or tax advice. For educational purposes only.