Markets Commentary | The DeFi Report

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Markets Commentary

TDR ProTDR Pro

+1+1

BTC: Onchain Data Update

+ our views on last week's FOMC and the "big picture"

Michael Nadeau

TDR ProTDR Pro

+1+1

Bullish Narratives for '26

Why we have a different view

Michael Nadeau

TDR ProTDR Pro

+1+1

Macro Risks are Mispriced

Why rate cuts and a weaker USD may tighten liquidity and trigger foreign outflows

Michael Nadeau

TDR ProTDR Pro

+1+1

BTC: Narrative Violation?

Is it true that "OG Whales" and Long-Term Holders broke the cycle?

Michael Nadeau

TDR ProTDR Pro

+1+1

BTC Market Structure is Broken

What comes next?

Michael Nadeau

TDR ProTDR Pro

+2+2

What would it take for us to turn bullish?

+ details on our investment strategy

Michael Nadeau

Onchain Data UpdatesOnchain Data Updates

+2+2

Has the Bear Market Arrived?

BTC Onchain Data Update

Michael Nadeau

TDR ProTDR Pro

+1+1

Is Global Liquidity Rolling Over?

Just as the "debasement trade" goes mainstream?

Michael Nadeau

TDR ProTDR Pro

+1+1

Is it True that BTC "lags" Global Liquidity?

Or does it "lead?"

Michael Nadeau

TDR ProTDR Pro

+2+2

The Crypto Capital Base

How leverage drives valuation premiums

Michael Nadeau

EthereumEthereum

+2+2

Where might ETH Top?

Scenario Analysis & Price Targets

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