RYAN SEAN ADAMS

Investor.

[The DeFi Report @the_defi_report]

NEW REPORT: Crypto Survived the $6.3B Binance Hack...Is the Bull Market Still Intact?

The $6.3 billion Binance hack should have crushed Bitcoin. Instead, BTC barely fell, and @JustDeauIt is more bullish than before. Mike and @RyanSAdams 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.

[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

[The DeFi Report @the_defi_report]

NEW REPORT: Can Crypto's Early Bull Survive the Stealth Bear Market?

Nearly 60% of S&P 500 stocks are already in a bear market. So why is @JustDeauIt still bullish on crypto? Mike and @RyanSAdams unpack the stealth selloff in stocks, AI financing fears, rising yields, and the looming midterms. They also break down bitcoin:native's stronger market structure, signs of seller exhaustion, and the $76K support level that could put the early-bull thesis to the test.

[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

[The DeFi Report @the_defi_report]

NEW REPORT: Is Crypto Ready for Its Next Leg Up?

Fear has returned to crypto, but the next rally may be closer than it looks. @JustDeauIt and @RyanSAdams 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.

[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

[The DeFi Report @the_defi_report]

NEW REPORT: Early Bull Reset? Why 2026 Looks Like 2023

An early bull market doesn’t always feel bullish. @JustDeauIt and @RyanSAdams 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.

[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

[The DeFi Report @the_defi_report]

NEW REPORT: Bitcoin Leads the Next Move…$78K or $90K?

bitcoin:native is entering a critical decision point. @JustDeauIt and @RyanSAdams 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.

[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

[The DeFi Report @the_defi_report]

NEW REPORT: Macro Concerns? Crypto’s Bull Case vs. Rising Rates

Crypto is acting like a bull market even as macro risks keep building. @JustDeauIt and @RyanSAdams 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.

[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

[The DeFi Report @the_defi_report]

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

[The DeFi Report @the_defi_report]

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

[The DeFi Report @the_defi_report]

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

[Michael Nadeau | The DeFi Report @JustDeauIt]

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.

[RYAN SEAN ADAMS @RyanSAdams]

@JustDeauIt @vladtenev this is a good idea

[The DeFi Report @the_defi_report]

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

[RYAN SEAN ADAMS @RyanSAdams]

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.

[RYAN SEAN ADAMS @RyanSAdams]

Mike and the TDR are criminally underfollowed.

[The DeFi Report @the_defi_report]

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

[BanklessVC @BanklessVC]

We looked at the capital formation bottleneck in crypto right now — and how @umia_finance is trying to fix it https://t.co/maLuPqsjZe

[The DeFi Report @the_defi_report]

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

[The DeFi Report @the_defi_report]

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

[The DeFi Report @the_defi_report]

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

[The DeFi Report @the_defi_report]

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