The DeFi Report

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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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.
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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.

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.
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🎯20% off our annual plan ($16.67/month)
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🎯Follow & subscribe to The DeFi Report 
https://thedefireport.transistor.fm/
https://x.com/the_defi_report
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https://x.com/RyanSAdams
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TIMESTAMPS
0:00 Intro
0:18 Bull or September?
3:17 Speed-Running the Cycle Low
17:52 Mixed Signals, Early Bull
26:54 Debasement Trade and Macro
38:50 September Cooldown Ahead
43:19 Mindset and Missed Gains
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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.
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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

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Not financial or tax advice. For educational purposes only.