The DeFi Report

Bitcoin’s Early Bull? The $69.4K Test

Bitcoin’s 23% surge may have marked the end of the bear market—but September could still deliver one more shakeout. Mike and Ryan break down the early-bull signals emergi

The Case for a New Crypto Bull Market

Bitcoin just surged 22% in 48 hours, and Mike’s outlook has flipped with it. Mike and Ryan break down why the cycle lows may now be in, what the latest onchain data says

Is AI Entering the "DAT Season" Stage of the Cycle?

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QE Lite, Rising Yields & Bitcoin’s Final Bear Market Test

Bitcoin may be entering the final stretch of the bear market, but macro risks are starting to build. Mike and Ryan break down the Treasury’s new “QE Lite” play, why 30-ye

Bitcoin vs. Nasdaq: Is This Rally a Trap?

The Nasdaq has nearly erased a 10% selloff, but the bond market may be telling a very different story. Mike and Ryan break down why the Fed may be letting rising long-ter

Can the Economy Handle Rate Hikes?

The Fed may be forced to hike into an economy that looks strong on the surface but is weakening underneath. Mike and Ryan unpack the fault lines in labor, housing, saving

Bitcoin’s Bear Market Is 80% Over? One More Lower Low Coming?

Bitcoin may be 80% through its bear market, but the bottom still isn’t confirmed. Ryan and Mike unpack weak demand, rising macro pressure, the risk of one more lower low,

TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio

Mike opens the books on TDR Pro’s first year: a portfolio up 13% through a crypto bear market, 53% realized gains, and a timely risk-off call before Bitcoin fell 45%. Rya

Is the Bitcoin Low Really In?

Bitcoin bounced, but the bottom still isn’t confirmed. Ryan and Mike unpack the missing coin-rotation signal, weak ETF and spot demand, Saylor’s BTC sale, and why $50K re

Bitcoin’s Green Light…Buy Now or Wait for One More Flush?

Bitcoin is back near historic buy-zone levels, but the bottom still isn’t confirmed. Ryan and Mike unpack the green-light indicators, the risk of one final flush, and wha

Why does BTC continue to track the 4-Year Cycle?

Bitcoin’s 4-year cycle may look arbitrary, but the data tells a deeper story. Ryan and Mike break down how leverage, credit, stablecoins, DeFi loans, miners, and Strategy

Bitcoin’s Bottom Case, ETF Outflows & The No-Buyers Problem

Bitcoin may be in the buy zone, but the demand signal still looks weak. David and Mike debate whether the bottom is already in, why ETF outflows and muted buyer interest

Has BTC Entered the "Buy Zone?"

Has Bitcoin entered the buy zone, or is one final flush still ahead? Mike and Ryan break down why BTC under $67K looks attractive for long-term buyers, what realized loss

Bitcoin’s $60K Test Just Got More Serious

Bitcoin is testing a critical zone, but this bear market is starting to look different. Mike and David break down why $60K may be the next major level, how Strategy’s fir

Bitcoin’s Unfinished Pain & Altcoin Hype or Head Fake?

Bitcoin is stuck in a quiet range, but the signals are getting louder. Mike and Ryan break down why the mini altcoin rally may be a head fake, what realized losses sugges

Signs of a Cycle Bottom?

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

Momentum is slowing as macro risks are rising

Bitcoin just closed above a key bear market resistance level, but Mike still isn’t ready to call a regime shift. Ryan and Mike break down why this rally looks stretched,

Are we still in a bear market rally?

Bitcoin just completed the longest bear market rally of the last two cycles, but under the hood, the data still looks eerily similar to 2022. Mike and Ryan break down the

Still Patient? Why This Bitcoin Rally May Be on Borrowed Time

Bitcoin has the “perfect” bull setup, record shorts, aggressive squeezes, and billions in buying, yet it still can’t break $80K. Ryan and Mike unpack why that disconnect

Why This Rally May Be Too Early

Bitcoin is pushing back toward $80K, but the underlying data still looks like a classic bear market setup. Mike and Ryan break down why “hot money” from the 2025 top hasn