Performance Review

Performance, key learnings, and portfolio management strategy.

July 15, 2026 • Michael Nadeau

Topics Covered

Performance & Reporting
The Current Portfolio & Strategy
Key Learnings
Price Targets
Closing Thoughts

Hello readers,

It’s been nearly one year since we launched TDR Pro. As such, it’s time for our first performance review.

In this week’s report, we share Realized & Unrealized P&L, cover our wins and losses, the current portfolio, allocations, strategy, and key learnings as crypto investors over the past few cycles.

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Performance

TDR Pro

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TDR Pro Members Receive:

• Macro + onchain data "cycle awareness" updates
• Full access to our portfolio positions
• Email notifications when we make changes
• Average entry price for each position
• % of the portfolio in each position (including cash)
• Weekly update on what we are buying/selling
• Clear thesis & supporting analysis for any portfolio changes