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Today on The DeFi Report, we’re mapping the 2026 setup: shifting fiscal flows, tighter liquidity, and why rate cuts are not automatically bullish for crypto. Mike stays risk off (80 percent cash) while he watches for the signals that would force a pivot, falling real yields, a dovish Fed, and Bitcoin reclaiming key levels. We also break down where we are in the market cycle, why a counter rally could be a trap, and what Mike’s $65K fair value target implies for positioning this year.
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TIMESTAMPS
0:00 Intro
1:10 Setup for 2026
5:54 Macro & Liquidity Setup
8:46 2022 Comparison
11:40 U.S. Liquidity Cycle Insights
13:20 Bitcoin & Interest Rates
16:34 Labor Market Insights
18:49 Real Estate Trends
21:04 Midterm Year Implications
23:30 Asset Allocation Cycle
26:18 Crypto Cycle Analysis
29:38 Transition Phase in Crypto
34:23 Geopolitical X Factor
37:12 Closing & Disclaimers
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Not financial or tax advice. For educational purposes only.
