Pretty cool to see the growth of the TDR Weekly Podcast, which we launched with @RyanSAdams about six months ago. Already getting more weekly views and downloads than many popular crypto media companies. The feedback has been overwhelmingly positive on the show. I think it's because our focus is on *adding value* for the viewer, rather than pure entertainment. --- We're currently looking for a new sponsor starting next month. The package includes exclusive rights for our Newsletter (2x/week) and our growing Data Dashboards. If you or anyone you know is interested in partnering with us and reaching a sticky audience of institutions and crypto natives, send me a DM.

Many of our customers have told me that TDR Pro is sort of like an "easy button" for following the crypto markets. I cringe a bit when I hear that. Because it's definitely not easy to do what we do. But if our track record makes it *look easy,* I'll take it. The truth is, I'm trying to solve every problem that plagues the research/data/influencer/access-to-information space with one simple product anyone can access for $16.67/month. The problems we solve? 1. Portfolio first approach. We are investors with skin in the game. Full stop. We simply build our own data sets to inform that research (which we do not sell). 2. Aligned incentives. That means our incentives are aligned with our customers. We win when we create ROI for others. 3. No conflicts of interest. We cover crypto networks and protocols. We do not work with them commercially. Why? That would tarnish our ability to do unbiased research and serve our customers. 4. Transparency. We share access to our active portfolio + every trade we make. 5. One voice. All of our research, data, and portfolio management decisions are made by me. Not from a team of inexperienced analysts who may or may not be influenced by groupthink and/or commercial relationships. 6. Honesty/integrity. We are not perfect. When we get stuff wrong, we are happy to admit it and learn from it. We will never gaslight/deflect. 7. Focus on Service. The DeFi Report is run like a "Mom & Pop" service business. I answer every single support ticket. If you have an issue, you deal with me directly. ---- The reality is that our competitors would run the same model if they could. But it's hard to turn down easy money when crypto protocols want to give it to you. It's hard to be transparent with everything you do. It's hard to get it right when your bottom line depends on it. It's hard to answer every support ticket. If it were easy, everyone would do it. To the extent that we've had success, I believe it's because we do it the *right way.* The hard way. ---- If you'd like to check us out, we're currently offering one month free + access to our annual plan at a 20% discount ($16.67/month). See the links below if you're interested in signing up 👇

Back with @RyanSAdams this week to break down the latest capitulation and share a "cycle awareness" update across important KPIs and key market-structure data. We also share our views on ongoing risks related to Strategy, the "AI trade," Macro, etc. Finally, we discuss portfolio management and some of the approaches we're taking in the TDR Pro portfolio. If you'd like to gain access to those moves, you can sign up and get one month free via the link below 👇

I've had a nice run of late, being on the "right side of the market." However, over the last month, the market has moved away from where I thought the probabilities were pointing. The question now is whether I'm "temporarily offside" or not. (to be clear, I'm long, just not fully deployed) --- This week we shared what's different about this rally, what looks the same, + details on the current market structure across cost basis holdings, spot markets, and the derivatives markets 👇