Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown episode artwork

EPISODE · Mar 25, 2026 · 37 MIN

Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown

from The DeFi Report · host Michael Nadeau

The Nasdaq just broke its 200-day moving average. In 2022, that was the signal for a 35% collapse. Is history repeating?Mike and Ryan dive into the "Complacency Trap," why the war in Iran is actually a strategic play for China’s oil, and the onchain data suggesting Bitcoin hasn't hit "Deep Value" yet. They also break down the 2022 analog, the 6.4% mortgage rate reality, and why the "Trump Prize" won't save the markets this time.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.io/friends https://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro1:43 Market Complacency & The War in Iran7:45 Geopolitical Implications of Oil10:04 The US-China Connection13:26 Lessons from 202216:44 On-Chain Bitcoin Insights22:14 Risk Asset Market Psychology26:33 ETF Inflows and Market Health28:54 Bitcoin Price Targets32:44 TDR Portfolio Update33:56 Patience in Bear Markets36:28 Closing & Disclaimers----Not financial or tax advice. For educational purposes only.

The Nasdaq just broke its 200-day moving average. In 2022, that was the signal for a 35% collapse. Is history repeating?Mike and Ryan dive into the "Complacency Trap," why the war in Iran is actually a strategic play for China’s oil, and the onchain data suggesting Bitcoin hasn't hit "Deep Value" yet. They also break down the 2022 analog, the 6.4% mortgage rate reality, and why the "Trump Prize" won't save the markets this time.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.io/friends https://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro1:43 Market Complacency & The War in Iran7:45 Geopolitical Implications of Oil10:04 The US-China Connection13:26 Lessons from 202216:44 On-Chain Bitcoin Insights22:14 Risk Asset Market Psychology26:33 ETF Inflows and Market Health28:54 Bitcoin Price Targets32:44 TDR Portfolio Update33:56 Patience in Bear Markets36:28 Closing & Disclaimers----Not financial or tax advice. For educational purposes only.

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Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown

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This episode was published on March 25, 2026.

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The Nasdaq just broke its 200-day moving average. In 2022, that was the signal for a 35% collapse. Is history repeating?Mike and Ryan dive into the "Complacency Trap," why the war in Iran is actually a strategic play for China’s oil, and the onchain...

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