The DeFi Report(@the_defi_report):NEW REPORT: Bitcoin’s Bear Market Is 80% Over? One More Lower Low Coming? $BTC may be 80% through its bear market, but the bottom still isn’t confirmed. @JustDeauIt and @RyanSAdams unpack weak demand, rising macro pressure, the risk of one more lower low, and why $63K and $73K now matter most. [TIMESTAMPS] 0:00 Intro 3:27 Fair Value and Capitulation 8:10 Time-Based Selloff 13:07 Searching for Demand 16:13 Miners Under Pressure 18:45 Strategy and Saylor 21:25 Iran and Oil Risk 28:28 AI Speculation Peaks 34:06 Macro or On-Chain? 37:04 Bitcoin Levels to Watch 41:25 TDR Updates and Outlook

The DeFi Report

@the_defi_report

Industry-leading research, market insights, and onchain data. Access our Portfolio with TDR Pro (one month free) 👉

Joined November 2023

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The DeFi Report@the_defi_report

2026.07.22 18:19

NEW REPORT: Bitcoin’s Bear Market Is 80% Over? One More Lower Low Coming? $BTC may be 80% through its bear market, but the bottom still isn’t confirmed. @JustDeauIt and @RyanSAdams unpack weak demand, rising macro pressure, the risk of one more lower low, and why $63K and $73K now matter most. [TIMESTAMPS] 0:00 Intro 3:27 Fair Value and Capitulation 8:10 Time-Based Selloff 13:07 Searching for Demand 16:13 Miners Under Pressure 18:45 Strategy and Saylor 21:25 Iran and Oil Risk 28:28 AI Speculation Peaks 34:06 Macro or On-Chain? 37:04 Bitcoin Levels to Watch 41:25 TDR Updates and Outlook