The DeFi Report

Latest Episodes:

Crypto Survived the $6.3B Binance Hack...Is the Bull Market Still Intact? Nov 04, 2026

Show notes

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.

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RESOURCES

The Watch List: Pump Fun (PUMP) & the Social Trading Market
https://thedefireport.io/research/the-watch-list-pump-fun-pump-the-social-trading-market

The Commanding Heights
https://commanding-heights.com/

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TIMESTAMPS

0:00 Intro
0:22 Bitcoin’s Biggest Test Yet
1:47 Why People Make Bitcoin Volatile
3:15 The $6 Billion Hack Test
8:59 Diamond-Handed Bitcoin Holders
11:20 The Slow Leak of Selling
16:13 Altcoins After the Sell-Off
20:19 ETFs, Stablecoins, and Market Signals
22:44 Midterms and Crypto Markets
26:34 Reading the Credit Spreads
29:59 Bitcoin’s Early-Bull Outlook
34:22 The Case for Pump and Social Trading
40:04 Closing Thoughts and Disclaimers

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Not financial or tax advice. For educational purposes only.

Can Crypto's Early Bull Survive the Stealth Bear Market? Oct 28, 2026

Show notes

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.

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TIMESTAMPS

0:00 Intro
0:16 Crypto’s Early Bull Faces a Wall of Worry
3:48 Bitcoin’s Range-Bound Test and Market Catalysts
6:41 Who’s Buying Bitcoin—and Will They Hold?
13:14 ETF Flows, Miner Confidence, and Altcoin Resets
17:48 Ethereum’s Struggle Against Bitcoin
22:19 Is a Stealth Bear Market Already Underway?
28:19 Has the Worst of the Market Selloff Passed?
33:05 Midterms, Market Risks, and Political Uncertainty
39:03 Bitcoin’s Key Test: The 50-Week Moving Average

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Not financial or tax advice. For educational purposes only.

Is Crypto Ready for Its Next Leg Up? Oct 21, 2026

Show notes

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.

----
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RESOURCES

The Watch List: ETH Q3 Update
https://thedefireport.io/research/the-watch-list-eth-q3-update

The Watch List: SOL Q3 Update
https://thedefireport.io/research/the-watch-list-sol-q3-update

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TIMESTAMPS

0:00 Intro
0:13 Bitcoin Holds Strong as Altcoins Fearful
4:00 Bitcoin’s Cycle Signals & Capitulation
11:19 Bitcoin Dominance and Strategy’s Next Move
17:51 AI Debt Fears & Credit Spreads
22:30 Treasury Yields, Stocks, & Capital Flows
31:42 Debt Risks, Bitcoin, & Government Intervention
35:30 Bitcoin Versus & Nasdaq
39:11 Altcoin Dips and Portfolio Strategy
43:02 Ether, Solana, & Closing Thoughts

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Not financial or tax advice. For educational purposes only.

Early Bull Reset? Why 2026 Looks Like 2023 Oct 14, 2026

Show notes

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.

----
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TIMESTAMPS

0:00 Intro

0:13 Early Bull Reset

2:42 2023 Market Echo

6:59 Bitcoin At The 50-Week

16:57 Altcoins Versus Bitcoin

26:38 Robinhood Chain Speculation

32:09 CPI And Yields Jump

37:37 Debasement And Policy

40:51 Reset Opportunities In Alts

44:04 Closing The Loop

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Not financial or tax advice. For educational purposes only.

Bitcoin Leads the Next Move…$78K or $90K? Oct 07, 2026

Show notes

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.

----
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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

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Not financial or tax advice. For educational purposes only.

Macro Concerns? Crypto’s Bull Case vs. Rising Rates Sep 30, 2026

Show notes

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.

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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

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Not financial or tax advice. For educational purposes only.

Is the "Early Bull" Actually Confirmed? Sep 23, 2026

Show notes

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.

----
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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

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Not financial or tax advice. For educational purposes only.

Guide to Navigating the Next Crypto Bull Run Sep 16, 2026

Show notes

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.

Onchain Activity is Heating Up…What Comes Next? Sep 09, 2026

Show notes

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.

----
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----
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

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Not financial or tax advice. For educational purposes only.

Bitcoin’s Early Bull? The $69.4K Test Sep 02, 2026

Show notes

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.

----
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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

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Not financial or tax advice. For educational purposes only.

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