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Uncertainty Bubble? Tariffs, AI Tail Risks, & a BTC Market Structure Update

EPISODE · Feb 25, 2026 · 35 MIN

Uncertainty Bubble? Tariffs, AI Tail Risks, & a BTC Market Structure Update

from The DeFi Report · host Michael Nadeau

Mike and Ryan unpack why “uncertainty” is starting to feel structural across markets: the Supreme Court tariff ruling, Trump’s workaround playbook, and what it all means for capital flows and bonds. Then they dig into the viral Citrini AI scenario and why the real signal is not the report itself, but Wall Street’s reaction and the widening range of outcomes. Finally, they run a Bitcoin market structure check, from long term holder behavior and ETF flows to miner stress, and explain why they’re still heavy cash and what would need to happen to trigger the next fat pitch.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro1:49 Bitcoin Market Structure Insights8:26 Supreme Court Tariff Decisions12:20 Impact on the Bond Market12:31 AI & Investor Psychology20:30 Structural Uncertainty in the Market26:14 Bitcoin Market Structure Update35:44 Closing Thoughts & Disclaimers----Not financial or tax advice. For educational purposes only.

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Uncertainty Bubble? Tariffs, AI Tail Risks, & a BTC Market Structure Update

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