The DeFi Report

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.
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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

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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.
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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

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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.
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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

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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.
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TIMESTAMPS
0:00 Intro
3:27 Fair Value and Capitulation
8:10 Time-Based Selloff
13:07 Searching for Demand
16:13 Miners Under Pressure
18:45 Strategy and Saylor
21:25 Iran and Oil Risk
28:28 AI Speculation Peaks
34:06 Macro or On-Chain?
37:04 Bitcoin Levels to Watch
41:25 TDR Updates and Outlook
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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.
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📣GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/Galaxy               

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🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE
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https://x.com/JustDeauIt

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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

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Not financial or tax advice. For educational purposes only.