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The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin’s onchain market structure suggests about where this cycle could go next.----📣THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Introduction to the DeFi Report2:28 Current Market Positioning9:25 Federal Reserve's Actions Explained13:13 Economic Conditions & Predictions18:35 Big Picture of Economic Strategy23:17 Analyzing Bitcoin's Market Structure29:57 Closing & Future Outlook----Not financial or tax advice. For educational purposes only.
The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin’s onchain market structure suggests about where this cycle could go next.
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📣THE DEFI REPORT | FOLLOW & SUBSCRIBE
https://thedefireport.transistor.fm/
https://thedefireport.io/
https://x.com/the_defi_report
https://x.com/JustDeauIt
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TIMESTAMPS
0:00 Introduction to the DeFi Report
2:28 Current Market Positioning
9:25 Federal Reserve's Actions Explained
13:13 Economic Conditions & Predictions
18:35 Big Picture of Economic Strategy
23:17 Analyzing Bitcoin's Market Structure
29:57 Closing & Future Outlook
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Not financial or tax advice. For educational purposes only.
Our weekly show is hosted by Michael Nadeau (The DeFi Report) and Ryan Sean Adams (Bankless). Each week, we discuss how we approach managing our own portfolio and the data, research, and analytical frameworks that inform those decisions — for educational and informational purposes.