How Smart Investors Are Playing this Bitcoin Bear Market episode artwork

EPISODE · Mar 18, 2026 · 41 MIN

How Smart Investors Are Playing this Bitcoin Bear Market

from Less Noise, More Signal · host Pascal

In this episode, Pascal Huegli and Michael Nadeau -- founder of the DeFi Report, delve into the complexities of crypto markets amidst macroeconomic uncertainties. They talk about how geopolitical tensions and monetary policy shifts are influencing Bitcoin's valuation and market cycles. Chapters: 00:00 Intro 01:45 Stagflation analogy for crypto markets 02:21 The DeFi Report's approach and creating timely entry opportunities 03:52 Macro outlook: oil prices, interest rates, geopolitical conflict and recession risks 06:38 US-China trade tensions, US elections, and their market implications 10:46 How geopolitical conflicts influence Bitcoin and macroeconomic stability 13:42 Market sentiment and potential recovery scenarios for Bitcoin 21:23 Current Bitcoin valuation: oversold conditions and fair value zones 25:45 Key on-chain metrics: long-term holder supply and cycle indicators 30:47 Capital allocation strategies based on cycle analysis and macro signals 36:13 Timeline expectations for bear market bottoming and cycle duration 38:12 Crypto market behaviors and catalyst searches: the role of sentiment and demand 39:57 Wrap-up: strategic outlook for crypto investors and upcoming episodes 💡Get 20% off for top notch crypto research using: https://thedefireport.io/lnms Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 Follow Michael Nadeau👇 https://x.com/justdeauit https://thedefireport.io/ Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 Get the latest in finance, crypto, and Bitcoin. Our newsletter provides clear, concise and actionable insights. Don't miss out—check out our Newsletter and subscribe today! 🔥⬇️ https://substack.com/@lessnoisemoresignal Bitcoin Book 👇 Order from Europe: https://www.amazon.de/dp/1967693013 Global: https://www.amazon.com/-/de/dp/B0F9W8Y283 Thank you for subscribing to our channel! We’re excited to have you with us! CryptoMarkets, #BitcoinAnalysis, #MacroEconomics, #DeFi, #InvestmentStrategies, #GeopoliticalRisks, #MarketInsights, #CryptoInvesting, #BitcoinValuation Support the show

In this episode, Pascal Huegli and Michael Nadeau -- founder of the DeFi Report, delve into the complexities of crypto markets amidst macroeconomic uncertainties. They talk about how geopolitical tensions and monetary policy shifts are influencing Bitcoin's valuation and market cycles. Chapters: 00:00 Intro 01:45 Stagflation analogy for crypto markets 02:21 The DeFi Report's approach and creating timely entry opportunities 03:52 Macro outlook: oil prices, interest rates, geopolitical conflict and recession risks 06:38 US-China trade tensions, US elections, and their market implications 10:46 How geopolitical conflicts influence Bitcoin and macroeconomic stability 13:42 Market sentiment and potential recovery scenarios for Bitcoin 21:23 Current Bitcoin valuation: oversold conditions and fair value zones 25:45 Key on-chain metrics: long-term holder supply and cycle indicators 30:47 Capital allocation strategies based on cycle analysis and macro signals 36:13 Timeline expectations for bear market bottoming and cycle duration 38:12 Crypto market behaviors and catalyst searches: the role of sentiment and demand 39:57 Wrap-up: strategic outlook for crypto investors and upcoming episodes 💡Get 20% off for top notch crypto research using: https://thedefireport.io/lnms Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 Follow Michael Nadeau👇 https://x.com/justdeauit https://thedefireport.io/ Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 Get the latest in finance, crypto, and Bitcoin. Our newsletter provides clear, concise and actionable insights. Don't miss out—check out our Newsletter and subscribe today! 🔥⬇️ https://substack.com/@lessnoisemoresignal Bitcoin Book 👇 Order from Europe: https://www.amazon.de/dp/1967693013 Global: https://www.amazon.com/-/de/dp/B0F9W8Y283 Thank you for subscribing to our channel! We’re excited to have you with us! CryptoMarkets, #BitcoinAnalysis, #MacroEconomics, #DeFi, #InvestmentStrategies, #GeopoliticalRisks, #MarketInsights, #CryptoInvesting, #BitcoinValuation Support the show

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How Smart Investors Are Playing this Bitcoin Bear Market

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How long is this episode of Less Noise, More Signal?

This episode is 41 minutes long.

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This episode was published on March 18, 2026.

What is this episode about?

In this episode, Pascal Huegli and Michael Nadeau -- founder of the DeFi Report, delve into the complexities of crypto markets amidst macroeconomic uncertainties. They talk about how geopolitical tensions and monetary policy shifts are influencing...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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