The DeFi Report

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.----🎯Join TDR Pro & get 1-month freehttps://thedefireport.io/friends🎯20% off our annual plan ($16.67/month)https://thedefireport.cc/tdr-yt🎯Follow & subscribe to The DeFi Report https://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIthttps://x.com/RyanSAdams----TIMESTAMPS0:00 Intro0:18 Bull or September?3:17 Speed-Running the Cycle Low17:52 Mixed Signals, Early Bull26:54 Debasement Trade and Macro38:50 September Cooldown Ahead43:19 Mindset and Missed Gains----Not financial or tax advice. For educational purposes only.

🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----AI may be entering its late-cycle phase as Wall Street finds new ways to keep the boom funded. Mike and Ryan unpack Nvidia’s $500 billion financing push, why it echoes crypto’s DAT season, and whether leverage is extending the AI trade or creating hidden risk. They also cover Treasury buybacks, Bitcoin’s $60K–$65K buy wall, and where Mike sees the next “fat pitch” opportunity.----TIMESTAMPS0:00 Intro0:13 AI Trade Setup3:12 On-Chain Milestone6:57 Bitcoin Buy Wall10:59 Treasury Buyback Shift14:14 NVIDIA’s Credit Machine25:24 AI Bull vs Bear30:21 Real Yields Surge36:03 Bear Market Outlook39:04 The Next Fat Pitch----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.----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro0:21 NASDAQ vs Bitcoin2:04 Market Whipsaw Explained6:32 Bitcoin Cycle Check13:16 Strategy’s Bitcoin Stress16:06 Bitcoin Dominance Shift22:39 Bitcoin Versus QQQ26:43 Fed Lets Yields Run34:39 Staying Patient Into Year-End----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.----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro3:27 Fair Value and Capitulation8:10 Time-Based Selloff13:07 Searching for Demand16:13 Miners Under Pressure18:45 Strategy and Saylor21:25 Iran and Oil Risk28:28 AI Speculation Peaks34:06 Macro or On-Chain?37:04 Bitcoin Levels to Watch41:25 TDR Updates and Outlook----Not financial or tax advice. For educational purposes only.