The DeFi Report
Episodes
Can the Economy Handle Rate Hikes?
Bitcoin’s Bear Market Is 80% Over? One More Lower Low Coming?
Host Mike analyzes the 2026 bear market, estimating it is 80% complete with Bitcoin near fair value.
TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio
In this special anniversary episode, host Mike opens his investor journal to review TDR Pro’s one-year performance, revealing a 53% realized gain and 13% unrealized growth during a bear market.
Is the Bitcoin Low Really In?
Mike McGlone assesses Bitcoin’s market structure, arguing there is a 65% probability of lower lows due to insufficient coin rotation and weak ETF inflows.
Bitcoin’s Green Light…Buy Now or Wait for One More Flush?
Mike McGrahan analyzes Bitcoin’s position in July 2026, arguing that on-chain metrics signal a prime accumulation opportunity despite potential for further downside.
Why does BTC continue to track the 4-Year Cycle?
Mike Howell explains Bitcoin’s four-year cycle as a function of credit and leverage rather than mere coincidence.
Bitcoin’s Bottom Case, ETF Outflows & The No-Buyers Problem
David and Michael Nadeau analyze Bitcoin’s bear market, debating if the bottom has arrived despite data suggesting insufficient realized losses compared to past cycles.
Has BTC Entered the "Buy Zone?"
Mike McGlone analyzes whether Bitcoin has entered a buy zone, citing on-chain data that suggests seller exhaustion and fair value levels.