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Fear has returned to crypto, but the next rally may be closer than it looks. Mike and Ryan break down Bitcoin’s resilience amid a sharp altcoin selloff, the holder rotation driving its consolidation, and why seller exhaustion could set up the next move. They also discuss the $87K breakout level, mounting stress in AI debt markets, Bitcoin’s divergence from the Nasdaq, and whether quality altcoins are becoming attractive again. ----🎯Join TDR Pro & get 1-month freehttps://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_reporthttps://x.com/JustDeauIthttps://x.com/RyanSAdams ----RESOURCES The Watch List: ETH Q3 Updatehttps://thedefireport.io/research/the-watch-list-eth-q3-update The Watch List: SOL Q3 Updatehttps://thedefireport.io/research/the-watch-list-sol-q3-update ----TIMESTAMPS 0:00 Intro0:13 Bitcoin Holds Strong as Altcoins Fearful4:00 Bitcoin’s Cycle Signals & Capitulation11:19 Bitcoin Dominance and Strategy’s Next Move17:51 AI Debt Fears & Credit Spreads22:30 Treasury Yields, Stocks, & Capital Flows31:42 Debt Risks, Bitcoin, & Government Intervention35:30 Bitcoin Versus & Nasdaq39:11 Altcoin Dips and Portfolio Strategy43:02 Ether, Solana, & Closing Thoughts ----Not financial or tax advice. For educational purposes only.

An early bull market doesn’t always feel bullish. Mike and Ryan compare today’s crypto setup to 2023, when Bitcoin chopped sideways for seven months before its next major rally. They break down Mike’s 90% early-bull conviction, the critical 50-week moving average, and why BTC could remain range-bound between $80K and $95K. Plus, the altcoin reset, whether Robinhood Chain could become this cycle’s Solana, and the macro risks shaping what comes next. ----🎯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 0:13 Early Bull Reset 2:42 2023 Market Echo 6:59 Bitcoin At The 50-Week 16:57 Altcoins Versus Bitcoin 26:38 Robinhood Chain Speculation 32:09 CPI And Yields Jump 37:37 Debasement And Policy 40:51 Reset Opportunities In Alts 44:04 Closing The Loop ---- Not financial or tax advice. For educational purposes only.

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. ----🎯Join TDR Pro & get 1-month freehttps://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_reporthttps://x.com/JustDeauIthttps://x.com/RyanSAdams ----TIMESTAMPS 0:00 Intro0:12 Bitcoin’s Next Move3:56 Zooming Out on Crypto7:48 The Summer Rebound11:58 Bitcoin Leads the Cycle16:41 Profit-Taking Pressure18:43 Stablecoins and Liquidity23:19 Macro Shifts and Jobs26:21 Market Damage Beneath33:49 Bitcoin’s Key Levels38:00 Breaking 90K Resistance40:28 Holding Through the Bull46:28 Investor Journal Close ----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. ----🎯Join TDR Pro & get 1-month freehttps://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_reporthttps://x.com/JustDeauIthttps://x.com/RyanSAdams ----TIMESTAMPS 0:00 Intro0:24 Macro Second Look4:01 Crypto Outperforms Macro6:26 Market Structure Reset10:12 Macro Risk Tour20:53 Liquidity and Volatility24:53 Bull Case Holds29:23 Stocks and AI Breadth32:15 Bull Market Price Targets38:04 New Referral Program ----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. ----🎯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 0:14 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 ---- 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. ----🎯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 0:10 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 ---- 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 freehttps://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_reporthttps://x.com/JustDeauIthttps://x.com/RyanSAdams ----TIMESTAMPS 0:00 Intro0:12 Bull Market Setup3:49 Bitcoin’s Key Levels9:20 Golden Cross Explained13:33 Alt Season or Not19:36 2023 Speculation Replay24:09 PONS and Robinhood Surge36:20 ETH’s Role in the Rally39:55 Macro Risks Ahead43:49 Portfolio Risk Management ----Not financial or tax advice. For educational purposes only.

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 emerging across Bitcoin and crypto, why $69.4K is the key level to watch, and how the Treasury “put” is reshaping the macro backdrop. They also cover Saylor’s return to buying, rising onchain speculation, and whether investors are still early to the next cycle. ----🎯Join TDR Pro & get 1-month freehttps://thedefireport.io/friends 🎯20% off our annual plan ($16.67/month)https://thedefireport.cc/tdr-yt 🎯Follow & subscribe to The DeFi Report https://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIthttps://x.com/RyanSAdams ----TIMESTAMPS 0:00 Intro0:18 Bull or September?3:17 Speed-Running the Cycle Low17:52 Mixed Signals, Early Bull26:54 Debasement Trade and Macro38:50 September Cooldown Ahead43:19 Mindset and Missed Gains ----Not financial or tax advice. For educational purposes only.

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 about a potential early bull phase, and how Treasury intervention in long-term yields changed the macro setup. They also cover Strategy’s $1.6B Bitcoin war chest, the return of crypto animal spirits, and the key $81.8K level that could confirm the next bull market. ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 0:14 Regime Shift Begins 2:11 Bullish Catalyst Emerges 6:59 Reading Bitcoin Market Structure 12:20 Capitulation Metrics and Volume 17:01 Crypto Reflexivity Returns 19:58 Treasury Buybacks and Yields 28:56 The 1940s Playbook 35:02 Debasement Trade Reassessment 39:41 Key Bitcoin Levels 42:09 Portfolio Goes Risk On 45:29 Early Bull, Still Active ---- Not financial or tax advice. For educational purposes only.

🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- AI may be entering its late-cycle phase as Wall Street finds new ways to keep the boom funded. Mike and Ryan unpack Nvidia’s $500 billion financing push, why it echoes crypto’s DAT season, and whether leverage is extending the AI trade or creating hidden risk. They also cover Treasury buybacks, Bitcoin’s $60K–$65K buy wall, and where Mike sees the next “fat pitch” opportunity. ---- TIMESTAMPS 0:00 Intro 0:13 AI Trade Setup 3:12 On-Chain Milestone 6:57 Bitcoin Buy Wall 10:59 Treasury Buyback Shift 14:14 NVIDIA’s Credit Machine 25:24 AI Bull vs Bear 30:21 Real Yields Surge 36:03 Bear Market Outlook 39:04 The Next Fat Pitch ---- Not financial or tax advice. For educational purposes only.

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-year yields are breaking to 20-year highs, and how intervention in the yen could ripple across global markets. They also cover gold’s latest surge, Bitcoin’s key cycle levels, and whether one final risk-off move could send BTC toward deep value territory before the next expansion. ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 0:14 Bear Market Finale Setup 3:33 On-Chain Cohorts & Capitulation 10:09 Weak Volumes, Miner Selling 13:30 Inflation, Yen, & Gold 17:53 Treasury Yields Break Higher 26:04 Yen And Nasdaq Divergence 32:11 Bitcoin Price Scenarios Ahead 38:20 Pump Thesis & Cycle Upside ---- Not financial or tax advice. For educational purposes only.

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-term yields tighten financial conditions, whether the rally in equities is built to last, and why Bitcoin may have already bottomed relative to the Nasdaq even if both markets still have more pain ahead. They also cover Bitcoin’s cycle metrics, Strategy’s latest BTC sales, and the possibility of one final move toward $55K before the next major buying opportunity. ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 0:21 NASDAQ vs Bitcoin 2:04 Market Whipsaw Explained 6:32 Bitcoin Cycle Check 13:16 Strategy’s Bitcoin Stress 16:06 Bitcoin Dominance Shift 22:39 Bitcoin Versus QQQ 26:43 Fed Lets Yields Run 34:39 Staying Patient Into Year-End ---- Not financial or tax advice. For educational purposes only.

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, savings, and credit, why the AI trade may be rolling over, and how one final risk-off move could send Bitcoin toward $55K before the next major buying opportunity. ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 0:17 Fed Hike Shock Ahead 2:36 Market Signals Tighten 6:37 Fed Independence Questioned 11:10 Economy Under Pressure 16:32 Housing Fault Lines 21:14 Dollar Strength Warning 24:17 After the Sell-Off 28:40 Global Liquidity Outlook 31:00 Portfolio Patience ---- Not financial or tax advice. For educational purposes only.

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, and why $63K and $73K now matter most. ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt ----TIMESTAMPS 0:00 Intro3:27 Fair Value and Capitulation8:10 Time-Based Selloff13:07 Searching for Demand16:13 Miners Under Pressure18:45 Strategy and Saylor21:25 Iran and Oil Risk28:28 AI Speculation Peaks34:06 Macro or On-Chain?37:04 Bitcoin Levels to Watch41:25 TDR Updates and Outlook ----Not financial or tax advice. For educational purposes only.

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%. Ryan and Mike audit the wins, misses, and process behind the performance. ----📣GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/Galaxy                ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-yt https://thedefireport.io/friends https://obsidian.md/  https://obsidian.md/clipper  https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 5:12 Portfolio Goals and Sleep Well 10:46 Realized Gains and Bitcoin Alpha 13:50 Unrealized Gains in Bear Market 17:30 Lessons From the Bull Run 23:34 Misses, Lessons, and Flexibility 31:01 Current Portfolio Sectors 36:52 Using TDR Pro With AI 42:57 Transparency and Performance Updates 46:33 Final Grade for the Year ---- Not financial or tax advice. For educational purposes only.