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Hello readers,
Please note that we already created an account for you, but you’ll need to log in with the email address you subscribed to The DeFi Report with before you upgrade. If it’s your first time logging in, reset your password, and once you’re logged in, you’ll be prompted to upgrade.
After upgrading, simply click on “Introducing TDR Pro” (first link on our website under “Research”). You’re now behind the paywall and able to access the portfolio + our first note to TDR Pro members.
You’ll receive weekly TDR Pro emails going forward (on Wednesdays) with a link to the portfolio + any changes we’re making.
Why TDR Pro?
For the past four years, we’ve delivered independent, data-driven research and insights on the crypto markets right to your inbox — completely free of charge.
No paywalls. Limited ads. No asks.
Even when many of you reached out and said, “We’d love to pay for this.”
We’ve held firm to our mission:
To make institutional-grade research + onchain data accessible to anyone who wants to understand the crypto markets more deeply.
We’ve always viewed The DeFi Report as a public good.
To that end, TDR Pro is not a replacement. It’s an addition — built for our most engaged readers who want more.
Starting this week, we’re offering paid subscribers exclusive access to our portfolio.
This is where all of our research, data, and market insights are ultimately expressed in the markets.
In this post, we’re breaking down what you can expect, with the option to upgrade below.
Disclaimer: Views expressed are the author’s personal views and should not be relied upon as investment advice.
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Let’s go.
Access to our portfolio. That’s the product.
This is where all of our research, data, and market insights are ultimately expressed: with skin in the game as investors in the crypto markets.
If you upgrade to TDR Pro, here’s what you’ll get:
Access to all of the research, onchain data, and market insights you already receive from our weekly reports that go out on Fridays (no changes here).
An additional email each week on Wednesdays. This email will include a link to our portfolio positions with the average entry price for each asset, % gain/loss for each position, the % of the portfolio in each position, and any changes to the portfolio from the prior week.
We’ll also share our thesis/views/catalysts for any changes we make and let you know when we are leaning risk on vs risk off.
Essentially, you get a look behind the curtain with full transparency into how we express our views in the market.
In case you’re wondering, our track record is pretty good: we were early to BTC ($8k), ETH ($600), SOL ($10), HOOD ($11), COIN ($50), BONK ($150m market cap), SPX6900 ($75 million market cap).
Just to name a few. Of course, we also get some stuff wrong. We’ll share some of those learnings along the way as well.
Deeply understand the macro forces that move the crypto markets.
Leverage our research, proprietary onchain data + experience/instinct in the crypto markets for edge and conviction.
Deploy a systematic approach to “fair value” to ensure proper entry prices.
Seek “high beta” plays to pair with our long-term thesis assets for additional “hot sauce” on the portfolio.
Always keep some cash on the sideline so that we can be “greedy” when others are “fearful.”
Stay humble, curious, and honest. Work harder than others. Observe the market. Refine our thinking. And get a little bit better each day.
We genuinely feel a sense of loyalty to our long-term readers. If it weren’t for you, we wouldn’t be here.
As such, we are rolling out TDR Pro at just $25/month.
People are telling me this is way too low. And I agree (we’ve looked at the market comps).
But I don’t care. I’m a loyal guy. Many of you have been reading our reports from the beginning. I care deeply about creating more value than I take. As such, I want our most loyal readers to have access at the $25 price point.
I want you to be able to “lock in” at this price for the long term because we will likely raise the price later.
Anyone with skin in the game as an investor in the crypto markets. Our research is institutional grade, but we want everyone to have access at a fair price point.
Long-term, data-driven thesis for core positions + “cycle awareness” and “fair value” process for buying assets at proper levels.
Trading some of our core positions across cycles to maximize returns + position for bear markets (some of our best work occurs during “crypto winters”).
Pairing of core positions with high-conviction “beta plays” to maximize returns during risk-on environments.
Data-driven. Crypto native. Here to maximize returns (rather than participate in ideological tribes or “fall in love” with assets).
The DeFi Report is growing. We have all the pieces in place to scale the business and improve our research & data. Revenues from TDR Pro will be used to achieve this goal. The more TDR Pro members we get, the better the research, data, and portfolio management will be.
TDR Pro gives us the opportunity to upgrade the experience for our most interested readers while maintaining our weekly research, onchain data, market insights, and quarterly reports as a “public good.”
Upgrade below to unlock access to our portfolio + receive weekly updates on what we are buying and selling.
Please note that we already created an account for you, but you’ll need to log in with the email address you subscribed to The DeFi Report with before you upgrade. If it’s your first time logging in, reset your password, and once you’re logged in, you’ll be prompted to upgrade.
After upgrading, simply click on “Introducing TDR Pro” (first link on our website under “Research”). You’re now behind the paywall and able to access the portfolio + our first note to TDR Pro members.
You’ll receive weekly TDR Pro emails going forward (on Wednesdays) with a link to the portfolio + any changes we’re making.
Upgrade for full access to our portfolio positions.
Already a paying subscriber? Sign In.