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Bitcoin may have already hit its cycle low, but the confirmation signal still hasn’t fired. Mike and Ryan break down the bull case for a $60K bottom, why realized cap and supply in profit matter, what top-buyer cohorts are still signaling, and how inflation, rising yields, and a potential Fed hike could force one more drop.

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📣GALAXY | INSTITUTIONAL DIGITAL FINANCE

https://bankless.cc/Galaxy

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The Watch List: Zcash (ZEC)

https://thedefireport.io/research/the-watch-list-zcash-zec

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TIMESTAMPS

0:00 Intro

4:16 Realized Cap Signals

12:17 Supply Profit Check

14:11 RSI & Cycle Lows

18:01 Coins Still Need Rotation

20:51 Inflation & Yields

31:00 Key Levels & Scenarios

34:17 Altcoin Rotation Watch

36:52 Closing & Disclaimers

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Not financial or tax advice. For educational purposes only.