
← The DeFi Report26 Aug · 48 min
The Case for a New Crypto Bull Market
The Case for a New Crypto Bull Market
Bitcoin just surged 22% in 48 hours, and Mike’s outlook has flipped with it. Mike and Ryan break down why the cycle lows may now be in, what the latest onchain data says about a potential early bull phase, and how Treasury intervention in long-term yields changed the macro setup. They also cover Strategy’s $1.6B Bitcoin war chest, the return of crypto animal spirits, and the key $81.8K level that could confirm the next bull market.
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TIMESTAMPS
0:00 Intro
0:14 Regime Shift Begins