NEW REPORT: Is the "Early Bull" Actually Confirmed? Mike is finally ready to call it: Bitcoin has likely entered the early-bull phase. @JustDeauIt and @RyanSAdams 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. [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

NEW REPORT: Guide to the Coming Crypto Bull Market Bitcoin may be entering the first inning of a new bull market, and TDR thinks this cycle could be bigger than the last. @JustDeauIt and @RyanSAdams 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. [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 55:14 Crypto’s Fifth Cycle

NEW REPORT: Onchain Activity is Heating Up…What Comes Next? Bitcoin is flashing early-bull signals, but the all-clear still isn’t here. @JustDeauIt and @RyanSAdams 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. [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

Robinhood buying a ton of ETH seems like an obvious move at this point. They'll likely make $ on it for their balance sheet + it will pay for itself many times over in terms of the marketing and onchain activity it would likely spark. As I think more about ETH for this cycle, this is probably the bull case nobody is talking about. Not the SOV narrative. Just institutions deploying/building and then "signaling" to the community with ETH purchases. That could be quite reflexive during "risk-on" conditions for crypto.

NEW REPORT: Bitcoin’s Early Bull vs. September Weakness Bitcoin’s 23% surge may have marked the end of the bear market—but September could still deliver one more shakeout. @JustDeauIt and @RyanSAdams 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. [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

AI is a mech suit for knowledge work. i can't believe there's knowledge workers still running around on the battlefield in their meat suits against literal mechs. They're not going to make it.

Mike and the TDR are criminally underfollowed.

NEW REPORT: The Case for a New Crypto Bull Market $BTC just surged 22% in 48 hours, and @JustDeauIt's outlook has flipped with it. Mike and @RyanSAdams break down why the cycle lows may now be in, what the latest onchain data says about a potential early bull phase, and how Treasury intervention in long-term yields changed the macro setup. They also cover Strategy’s $1.6B Bitcoin war chest, the return of crypto animal spirits, and the key $81.8K level that could confirm the next bull market. [TIMESTAMPS] 0:00 Intro 0:14 Regime Shift Begins 2:11 Bullish Catalyst Emerges 6:59 Reading Bitcoin Market Structure 12:20 Capitulation Metrics and Volume 17:01 Crypto Reflexivity Returns 19:58 Treasury Buybacks and Yields 28:56 The 1940s Playbook 35:02 Debasement Trade Reassessment 39:41 Key Bitcoin Levels 42:09 Portfolio Goes Risk On 45:29 Early Bull, Still Active

We looked at the capital formation bottleneck in crypto right now — and how @umia_finance is trying to fix it open.substack.com/pub/bankle…

NEW REPORT: Is AI Entering the "DAT Season" Stage of the Cycle? AI may be entering its late-cycle phase as Wall Street finds new ways to keep the boom funded. @JustDeauIt and @RyanSAdams 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. [TIMESTAMPS] 0:00 Intro 0:13 AI Trade Setup 3:12 On-Chain Milestone 6:57 Bitcoin Buy Wall 10:59 Treasury Buyback Shift 14:14 NVIDIA’s Credit Machine 25:24 AI Bull vs Bear 30:21 Real Yields Surge 36:03 Bear Market Outlook 39:04 The Next Fat Pitch

NEW REPORT: QE Lite, Rising Yields & Bitcoin’s Final Bear Market Test Bitcoin may be entering the final stretch of the bear market, but macro risks are starting to build. @JustDeauIt and @RyanSAdams break down the Treasury’s new “QE Lite” play, why 30-year yields are breaking to 20-year highs, and how intervention in the yen could ripple across global markets. They also cover gold’s latest surge, Bitcoin’s key cycle levels, and whether one final risk-off move could send BTC toward deep value territory before the next expansion. [TIMESTAMPS] 0:00 Intro 0:14 Bear Market Finale Setup 3:33 Onchain Cohorts & Capitulation 10:09 Weak Volumes, Miner Selling 13:30 Inflation, Yen, & Gold 17:53 Treasury Yields Break Higher 26:04 Yen And Nasdaq Divergence 32:11 Bitcoin Price Scenarios Ahead 38:20 solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn Thesis & Cycle Upside

NEW REPORT: Bitcoin vs. Nasdaq — Is This Rally a Trap? The Nasdaq has nearly erased a 10% selloff, but the bond market may be telling a very different story. @JustDeauIt and @RyanSAdams 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 bitcoin:native sales, and the possibility of one final move toward $55K before the next major buying opportunity. [TIMESTAMPS] 0:21 NASDAQ vs Bitcoin 2:04 Market Whipsaw Explained 6:32 Bitcoin Cycle Check 13:16 Strategy’s Bitcoin Stress 16:06 Bitcoin Dominance Shift 22:39 Bitcoin Versus QQQ 26:43 Fed Lets Yields Run 34:39 Staying Patient Into Year-End

NEW REPORT: Can the Economy Handle Rate Hikes? The Fed may be forced to hike into an economy that looks strong on the surface but is weakening underneath. @JustDeauIt and @RyanSAdams unpack the fault lines in labor, housing, savings, and credit, why the AI trade may be rolling over, and how one final risk-off move could send Bitcoin toward $55K before the next major buying opportunity. [TIMESTAMPS] 0:00 Intro 0:17 Fed Hike Shock Ahead 2:36 Market Signals Tighten 6:37 Fed Independence Questioned 11:10 Economy Under Pressure 16:32 Housing Fault Lines 21:14 Dollar Strength Warning 24:17 After the Sell-Off 28:40 Global Liquidity Outlook 31:00 Portfolio Patience

NEW REPORT: Bitcoin’s Bear Market Is 80% Over? One More Lower Low Coming? $BTC may be 80% through its bear market, but the bottom still isn’t confirmed. @JustDeauIt and @RyanSAdams unpack weak demand, rising macro pressure, the risk of one more lower low, and why $63K and $73K now matter most. [TIMESTAMPS] 0:00 Intro 3:27 Fair Value and Capitulation 8:10 Time-Based Selloff 13:07 Searching for Demand 16:13 Miners Under Pressure 18:45 Strategy and Saylor 21:25 Iran and Oil Risk 28:28 AI Speculation Peaks 34:06 Macro or On-Chain? 37:04 Bitcoin Levels to Watch 41:25 TDR Updates and Outlook

LIVE: Wednesday @ 3pm EST -------------- The $VVV Community Call Hosted by @TrustlessState and @JonShapeShift Project updates from @AskVenice, $VVV and $DIEM tokenomics discussion, Community QnA, all in one place! 3pm, Live here on X

NEW REPORT: TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio @JustDeauIt opens the books on TDR Pro’s first year: a portfolio up 13% through a crypto bear market, 53% realized gains, and a timely risk-off call before Bitcoin fell 45%. @RyanSAdams and Mike audit the wins, misses, and process behind the performance. [TIMESTAMPS] 0:00 Intro 5:12 Portfolio Goals and Sleep Well 10:46 Realized Gains and Bitcoin Alpha 13:50 Unrealized Gains in Bear Market 17:30 Lessons From the Bull Run 23:34 Misses, Lessons, and Flexibility 31:01 Current Portfolio Sectors 36:52 Using TDR Pro With AI 42:57 Transparency and Performance Updates 46:33 Final Grade for the Year

NEW REPORT: Is the Bitcoin Low Really In? Bitcoin bounced, but the bottom still isn’t confirmed. @JustDeauIt and @RyanSAdams unpack the missing coin-rotation signal, weak ETF and spot demand, @saylor's bitcoin:native sale, and why $50K remains in play. [TIMESTAMPS] 0:00 Intro 0:14 Bitcoin Low Or Not? 5:06 Trench Revival In Crypto 6:55 Why Mike Still Sees Lower 12:59 The Coin Rotation Debate 19:31 ETF Demand And Volume Check 23:52 Saylor, Clarity, And Zcash 34:25 Closing Bets And Performance Report

Pretty cool to see the growth of the TDR Weekly Podcast, which we launched with @RyanSAdams about six months ago. Already getting more weekly views and downloads than many popular crypto media companies. The feedback has been overwhelmingly positive on the show. I think it's because our focus is on *adding value* for the viewer, rather than pure entertainment. --- We're currently looking for a new sponsor starting next month. The package includes exclusive rights for our Newsletter (2x/week) and our growing Data Dashboards. If you or anyone you know is interested in partnering with us and reaching a sticky audience of institutions and crypto natives, send me a DM.

NEW REPORT: Bitcoin’s Green Light…Buy Now or Wait for One More Flush? bitcoin:native is back near historic buy-zone levels, but the bottom still isn’t confirmed. @JustDeauIt and @RyanSAdams unpack the green-light indicators, the risk of one final flush, and what past cycles say about future returns. [TIMESTAMPS] 0:00 Intro 0:22 Bitcoin Buy Now Debate 4:57 Key Cycle Indicators 8:39 Rotation Still Missing 14:50 Macro Risks Ahead 27:02 Patience And Returns 30:24 Price Levels To Watch 35:11 Drawdown And Outlook 36:48 More Reports Coming

Number 1 rule in crypto: Don't fade the cycle