The DeFi Report

A $6.3 billion Binance hack should have crushed Bitcoin. Instead, BTC barely fell, and Mike is more bullish than before. Mike and Ryan break down why Bitcoin held its critical 50-week moving average, what the selloff revealed about its holder base, and whether the final market reset is now complete. They also cover ETF outflows, post-election macro risks, the key levels to watch next, and why Mike still expects months of chop before the next major move.----🎯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----RESOURCESThe Watch List: Pump Fun (PUMP) & the Social Trading Markethttps://thedefireport.io/research/the-watch-list-pump-fun-pump-the-social-trading-marketThe Commanding Heightshttps://commanding-heights.com/----TIMESTAMPS0:00 Intro0:22 Bitcoin’s Biggest Test Yet1:47 Why People Make Bitcoin Volatile3:15 The $6 Billion Hack Test8:59 Diamond-Handed Bitcoin Holders11:20 The Slow Leak of Selling16:13 Altcoins After the Sell-Off20:19 ETFs, Stablecoins, and Market Signals22:44 Midterms and Crypto Markets26:34 Reading the Credit Spreads29:59 Bitcoin’s Early-Bull Outlook34:22 The Case for Pump and Social Trading40:04 Closing Thoughts and Disclaimers----Not financial or tax advice. For educational purposes only.

Nearly 60% of S&P 500 stocks are already in a bear market. So why is Mike still bullish on Bitcoin? Mike and Ryan unpack the stealth selloff in stocks, AI financing fears, rising yields, and the looming midterms. They also break down Bitcoin’s stronger market structure, signs of seller exhaustion, and the $76K support level that could put the early-bull thesis to the test.----🎯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----TIMESTAMPS0:00 Intro0:16 Crypto’s Early Bull Faces a Wall of Worry3:48 Bitcoin’s Range-Bound Test and Market Catalysts6:41 Who’s Buying Bitcoin—and Will They Hold?13:14 ETF Flows, Miner Confidence, and Altcoin Resets17:48 Ethereum’s Struggle Against Bitcoin22:19 Is a Stealth Bear Market Already Underway?28:19 Has the Worst of the Market Selloff Passed?33:05 Midterms, Market Risks, and Political Uncertainty39:03 Bitcoin’s Key Test: The 50-Week Moving Average----Not financial or tax advice. For educational purposes only.

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----RESOURCESThe Watch List: ETH Q3 Updatehttps://thedefireport.io/research/the-watch-list-eth-q3-updateThe Watch List: SOL Q3 Updatehttps://thedefireport.io/research/the-watch-list-sol-q3-update----TIMESTAMPS0:00 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 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----TIMESTAMPS0:00 Intro0:13 Early Bull Reset2:42 2023 Market Echo6:59 Bitcoin At The 50-Week16:57 Altcoins Versus Bitcoin26:38 Robinhood Chain Speculation32:09 CPI And Yields Jump37:37 Debasement And Policy40:51 Reset Opportunities In Alts44:04 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----TIMESTAMPS0:00 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.