Mike opens the books on TDR Pro’s first year: a portfolio up 13% through a crypto bear market, 53% realized gains, and a timely risk-off call before Bitcoin fell 45%. Ryan and Mike audit the wins, misses, and process behind the performance.
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📣GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/Galaxy
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🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE
https://thedefireport.cc/tdr-yt
https://thedefireport.io/friends
https://obsidian.md/
https://obsidian.md/clipper
https://thedefireport.transistor.fm/
https://x.com/the_defi_report
https://x.com/JustDeauIt
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TIMESTAMPS
0:00 Intro
5:12 Portfolio Goals and Sleep Well
10:46 Realized Gains and Bitcoin Alpha
13:50 Unrealized Gains in Bear Market
17:30 Lessons From the Bull Run
23:34 Misses, Lessons, and Flexibility
31:01 Current Portfolio Sectors
36:52 Using TDR Pro With AI
42:57 Transparency and Performance Updates
46:33 Final Grade for the Year
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Not financial or tax advice. For educational purposes only.
