The DeFi Report

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.

What is The DeFi Report?

Our weekly show is hosted by Michael Nadeau (The DeFi Report) and Ryan Sean Adams (Bankless). Each week, we discuss how we approach managing our own portfolio and the data, research, and analytical frameworks that inform those decisions — for educational and informational purposes.