EPISODE · Aug 5, 2026 · 37 MIN
Bitcoin vs. Nasdaq: Is This Rally a Trap?
from The DeFi Report · host Michael Nadeau
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 & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro0:21 NASDAQ vs Bitcoin2:04 Market Whipsaw Explained6:32 Bitcoin Cycle Check13:16 Strategy’s Bitcoin Stress16:06 Bitcoin Dominance Shift22:39 Bitcoin Versus QQQ26:43 Fed Lets Yields Run34:39 Staying Patient Into Year-End----Not financial or tax advice. For educational purposes only.
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Bitcoin vs. Nasdaq: Is This Rally a Trap?
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