Bitcoin vs. Nasdaq: Is This Rally a Trap?

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.

----

🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE

https://thedefireport.cc/tdr-rss

https://thedefireport.io/friends

https://thedefireport.transistor.fm/

https://x.com/the_defi_report

https://x.com/JustDeauIt

----

TIMESTAMPS

0:00 Intro

0:21 NASDAQ vs Bitcoin