77 episodes
- Bitcoin is entering a critical decision point. Mike and Ryan break down why a pullback toward $78K could still be healthy, what a move through $90K could unlock, and why Bitcoin’s next move may set the tone for the broader market. They also cover improving macro conditions, stock-market strength, and how to manage risk in the early bull.
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TIMESTAMPS
0:00 Intro
0:12 Bitcoin’s Next Move
3:56 Zooming Out on Crypto
7:48 The Summer Rebound
11:58 Bitcoin Leads the Cycle
16:41 Profit-Taking Pressure
18:43 Stablecoins and Liquidity
23:19 Macro Shifts and Jobs
26:21 Market Damage Beneath
33:49 Bitcoin’s Key Levels
38:00 Breaking 90K Resistance
40:28 Holding Through the Bull
46:28 Investor Journal Close
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Not financial or tax advice. For educational purposes only. - Crypto is acting like a bull market even as macro risks keep building. Mike and Ryan break down why Bitcoin and altcoins are shrugging off rising yields, rate-hike fears, and oil volatility, what the market reset is signaling, and why Mike still believes crypto is early in a new cycle. They also cover the risks that could finally challenge that view.
----
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TIMESTAMPS
0:00 Intro
0:24 Macro Second Look
4:01 Crypto Outperforms Macro
6:26 Market Structure Reset
10:12 Macro Risk Tour
20:53 Liquidity and Volatility
24:53 Bull Case Holds
29:23 Stocks and AI Breadth
32:15 Bull Market Price Targets
38:04 New Referral Program
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Not financial or tax advice. For educational purposes only. - Mike is finally ready to call it: Bitcoin has likely entered the early-bull phase. Mike and Ryan break down the Golden Cross, the reclaim of the 50-week moving average, the market-structure reset, and why seller exhaustion has pushed Mike’s confidence to 85%. They also cover fading macro fears, Saylor’s return as a buyer, and the key levels that could confirm or challenge the new cycle.
----
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----
TIMESTAMPS
0:00 Intro
0:14 Early Bull Emerges
4:24 Coin Rotation Strengthens
10:14 Golden Cross Confirmed
12:56 Bull Case Checklist
17:09 Buyers Reappear
22:52 Macro Noise Fades
30:58 Ben Concedes Bull
34:08 Key Levels Ahead
38:12 Riding Winners Higher
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Not financial or tax advice. For educational purposes only. - Bitcoin may be entering the first inning of a new bull market, and TDR thinks this cycle could be bigger than the last. Mike and Ryan break down the signals that would confirm the shift, the four stages of a crypto cycle, and how they plan to position through each phase. They also cover the sectors showing early strength, why onchain activity matters, and what could drive the next major wave of crypto adoption.
----
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https://x.com/RyanSAdams
----
TIMESTAMPS
0:00 Intro
0:10 Guide to the Coming Bull Market
3:12 TDR Portfolio Up 95%
6:27 The Four Crypto Cycle Stages
12:54 Early Bull Signals
17:19 How to Play the Early Bull
21:43 The Wealth Creation Phase
30:03 When to Start Going Risk-Off
35:09 Why This Bull Market Could Be Bigger
40:54 Fast DeFi & Social Trading
47:01 Onchain Perps & Lighter
52:00 How to Think Like an Investor
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Not financial or tax advice. For educational purposes only. - Bitcoin is flashing early-bull signals, but the all-clear still isn’t here. Mike and Ryan break down the new Golden Cross, why $69.9K and $80.4K define the next move, and how rising onchain speculation compares with early 2023. They also dive into PUMP vs. PONS, Robinhood Chain’s breakout, mobile-first crypto trading, and whether this new wave of risk-taking is just getting started.
----
🎯Join TDR Pro & get 1-month free
https://thedefireport.io/friends
🎯20% off our annual plan ($16.67/month)
https://thedefireport.cc/tdr-rss
🎯Follow & subscribe to The DeFi Report
https://thedefireport.transistor.fm/
https://x.com/the_defi_report
https://x.com/JustDeauIt
https://x.com/RyanSAdams
----
TIMESTAMPS
0:00 Intro
0:12 Bull Market Setup
3:49 Bitcoin’s Key Levels
9:20 Golden Cross Explained
13:33 Alt Season or Not
19:36 2023 Speculation Replay
24:09 PONS and Robinhood Surge
36:20 ETH’s Role in the Rally
39:55 Macro Risks Ahead
43:49 Portfolio Risk Management
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Not financial or tax advice. For educational purposes only.
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About The DeFi Report
Our weekly show is hosted by Michael Nadeau (The DeFi Report) and Ryan Sean Adams (Bankless). Each week, we discuss how we approach managing our own portfolio and the data, research, and analytical frameworks that inform those decisions — for educational and informational purposes.
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