Onchain Activity is Heating Up…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----Bitcoin has lost the 50-week moving average, breaking the bull-market structure Mike expected to hold. So why isn't he panicking? Mike and Ryan examine historical breakdowns, cycle indicators, extreme fear, and capital leaving crypto. They also discuss the AI selloff, midterm fallout, a potential drop to $67.8K, and the $58.5K level that could invalidate the early-bull thesis.----TIMESTAMPS0:00 Intro0:20 Bitcoin Breaks the 50-Week Average1:23 Why the Early Bull Thesis Still Holds4:54 Bitcoin Sentiment and the Five-Year Return9:08 Cycle Metrics and the “Golden Zone”14:26 Past Breakdowns Below the 50-Week Average17:25 Extreme Fear and Bearish Market Control20:04 Stablecoin Supply and Liquidity22:47 Midterm Election Results and Crypto Policy29:23 Watching AI Markets and Bitcoin’s Recovery33:36 The Bearish Scenario and a Potential Fat Pitch36:06 Building Cash for Market Opportunities38:30 What Would Invalidate the Early Bull Thesis?41:06 Portfolio Strategy and Closing Remarks----Not financial or tax advice. For educational purposes only.

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.

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 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 Intro0:24 Macro Second Look4:01 Crypto Outperforms Macro6:26 Market Structure Reset10:12 Macro Risk Tour20:53 Liquidity and Volatility24:53 Bull Case Holds29:23 Stocks and AI Breadth32:15 Bull Market Price Targets38:04 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 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 Intro0:14 Early Bull Emerges4:24 Coin Rotation Strengthens10:14 Golden Cross Confirmed12:56 Bull Case Checklist17:09 Buyers Reappear22:52 Macro Noise Fades30:58 Ben Concedes Bull34:08 Key Levels Ahead38:12 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 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 Intro0:10 Guide to the Coming Bull Market3:12 TDR Portfolio Up 95%6:27 The Four Crypto Cycle Stages12:54 Early Bull Signals17:19 How to Play the Early Bull21:43 The Wealth Creation Phase30:03 When to Start Going Risk-Off35:09 Why This Bull Market Could Be Bigger40:54 Fast DeFi & Social Trading47:01 Onchain Perps & Lighter52:00 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 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 Bull Market Setup3:49 Bitcoin’s Key Levels9:20 Golden Cross Explained13:33 Alt Season or Not19:36 2023 Speculation Replay24:09 PONS and Robinhood Surge36:20 ETH’s Role in the Rally39:55 Macro Risks Ahead43:49 Portfolio Risk Management----Not financial or tax advice. For educational purposes only.