Bitcoin may be entering the first inning of a new bull market, and TDR thinks this cycle could be bigger than the last. Mike and Ryan 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.

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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

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Not financial or tax advice. For educational purposes only.

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