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The Bottom Is Not In! Why We Get 4-Year Cycles
Episode 15
Bitcoin is up 19% from the February lows, but Mike argues this still looks more like a bear market bounce than a true bottom. He and Ryan break down …
4 months, 2 weeks ago
Ceasefire Trap? Bulls vs. Bears—Who Wins?
Episode 14
Markets ripped on the Iran ceasefire headlines, but Mike says the bigger bearish process may still be unfolding.
Mike and David break down why Bitcoin…
4 months, 3 weeks ago
BTC Cycle Low? & Views on macro, altcoins, & crypto equities
Episode 13
Bitcoin is down 47% from the highs, but Mike says the real “fat pitch” still hasn’t arrived.
Mike and Ryan break down where BTC could actually bottom …
5 months ago
Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown
Episode 12
The Nasdaq just broke its 200-day moving average. In 2022, that was the signal for a 35% collapse. Is history repeating?
Mike and Ryan dive into the "…
5 months, 1 week ago
Saylor is Back: How does this impact market structure?
Episode 11
Bitcoin is ripping while stocks and gold stall, and Michael Saylor just dropped billions into BTC. So… is this a real regime shift or just another 20…
5 months, 2 weeks ago
Bitcoin Network Health Check: Assessing Thesis & New Risks
Episode 10
Mike and Ryan re-underwrite the Bitcoin thesis with a full network health check: hash rate, miner incentives, active addresses, ETF adoption, treasur…
5 months, 3 weeks ago
Deploy now or wait for Deep Value? (March 2026 Cycle Update)
Episode 9
Mike and Ryan break down Bitcoin’s cycle awareness signals now that BTC has hit “fair value.” Using long-term holder supply in profit, MVRV, and the …
5 months, 4 weeks ago
Uncertainty Bubble? Tariffs, AI Tail Risks, & a BTC Market Structure Update
Episode 8
Mike and Ryan unpack why “uncertainty” is starting to feel structural across markets: the Supreme Court tariff ruling, Trump’s workaround playbook, a…
6 months, 1 week ago
What is the bond market telling us?
Episode 7
Mike and Ryan break down the bond market signals that are starting to flash risk off: a standout 30 year Treasury auction, falling real yields, and a…
6 months, 2 weeks ago
Where do we go from here?
Episode 6
In this episode of The DeFi Report, Mike and Ryan break down Bitcoin’s sharp drop below $65K fair value and whether last week’s capitulation was the …
6 months, 3 weeks ago