The DeFi Report
Topics
Cycle Awareness Updates

Cycle Awareness Updates

Bitcoin onchain data reports to identify where we are in the big picture of cycles

TDR ProTDR Pro

+2+2

What would it take for us to turn bullish?

+ details on our investment strategy

Michael Nadeau

TDR ProTDR Pro

+2+2

The Crypto Capital Base

How leverage drives valuation premiums

Michael Nadeau

TDR ProTDR Pro

+2+2

Cycle Awareness Update

What does the data say relative to this point in the '21 cycle?

Michael Nadeau

Markets CommentaryMarkets Commentary

+1+1

Fiscal Dominance & MMT

+ signs of animals spirits on Wall Street

Michael Nadeau

Onchain Data UpdatesOnchain Data Updates

+3+3

BTC is Nearing its Moment of Truth

All eyes on key support zones

Michael Nadeau

Onchain Data UpdatesOnchain Data Updates

+2+2

Onchain data pointing to cycle top?

A "cycle awareness" update

Michael Nadeau

Thesis ReportsThesis Reports

+2+2

Did "altseason" already happen?

+ our macro framework for 2025

Michael Nadeau

Markets CommentaryMarkets Commentary

+1+1

Tailwinds for crypto into 2025?

A macro update

Michael Nadeau

Onchain Data UpdatesOnchain Data Updates

+3+3

Local Top or Full Send?

Analyzing key Bitcoin metrics relative to past cycles

Michael Nadeau

Onchain Data UpdatesOnchain Data Updates

+2+2

BTC to 200k?

Macro + Chart Pack + Trump + Current Cycle Views

Michael Nadeau

Onchain Data UpdatesOnchain Data Updates

+2+2

Macro & Onchain Data Chart Pack

Recession or market melt up?

Michael Nadeau

Onchain Data UpdatesOnchain Data Updates

+3+3

Crypto is Macro. Macro is Crypto.

Bitcoin onchain data & cycle awareness update.

Michael Nadeau