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 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 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

----
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 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
0:24 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

----
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 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

----
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 free
https://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_report
https://x.com/JustDeauIt
https://x.com/RyanSAdams

----
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

----
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.