Bitcoin is testing a critical zone, but this bear market is starting to look different. Mike and David break down why $60K may be the next major level, how Strategy’s first BTC sale and STRC stress could shake market confidence, why ETF outflows are piling up, and why assets like Zcash, HYPE, Lighter, and NEAR are breaking out while Bitcoin weakens.

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TIMESTAMPS

0:00 Intro

1:22 Crypto Cycle Turning

4:42 Bitcoin Near Key Support

9:16 STRC Signals Stress

20:42 ETF Outflows Mount

23:58 Robinhood & Portfolio Bets

28:49 DeFi Builders Gain Ground

31:54 Bullish on Crypto Alpha

35:24 Meme Coins Still Stick

35:46 Closing & Disclaimers

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Not financial or tax advice. For educational purposes only.

Bitcoin is stuck in a quiet range, but the signals are getting louder. Mike and Ryan break down why the mini altcoin rally may be a head fake, what realized losses suggest about Bitcoin’s unfinished pain, why ETF outflows and Saylor’s bond move matter, and the macro risks that could force another leg lower.

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📣GALAXY | INSTITUTIONAL DIGITAL FINANCE
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🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE
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https://x.com/JustDeauIt

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TIMESTAMPS

0:00 Intro
3:46 Altcoin Hype or Head Fake?
13:06 Measuring Bitcoin Bear Market Pain
22:50 ETF Outflows & Whale Selling
29:25 Iran, Inflation, & Macro Risks
37:35 Bitcoin Levels and Summer Positioning
42:55 Closing & Disclaimers

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Not financial or tax advice. For educational purposes only.

Bitcoin may have already hit its cycle low, but the confirmation signal still hasn’t fired. Mike and Ryan break down the bull case for a $60K bottom, why realized cap and supply in profit matter, what top-buyer cohorts are still signaling, and how inflation, rising yields, and a potential Fed hike could force one more drop.

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📣GALAXY | INSTITUTIONAL DIGITAL FINANCE

https://bankless.cc/Galaxy

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🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE

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https://x.com/JustDeauIt

The Watch List: Zcash (ZEC)

https://thedefireport.io/research/the-watch-list-zcash-zec

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TIMESTAMPS

0:00 Intro

4:16 Realized Cap Signals

12:17 Supply Profit Check

14:11 RSI & Cycle Lows

18:01 Coins Still Need Rotation

20:51 Inflation & Yields

31:00 Key Levels & Scenarios

34:17 Altcoin Rotation Watch

36:52 Closing & Disclaimers

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Not financial or tax advice. For educational purposes only.