The DeFi Report
Michael Nadeau
0
The DeFi Report is a weekly show hosted by Michael Nadeau and Ryan Sean Adams. They discuss portfolio management strategies, data, research, and analytical frameworks for decentralized finance (DeFi) investments. The content is educational and informational, aimed at helping listeners make informed decisions.
Епизоде
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Guide to Navigating the Next Crypto Bull Run 16.09.2026 56минBitcoin 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.----🎯Join TDR Pro & get 1-month freehttps://thedefireport.io/friends 🎯20% off our annual plan ($16.67/month)https://thedefireport.cc/tdr-rss🎯Follow & subscribe to The DeFi Report https://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIthttps://x.com/RyanSAdams----TIMESTAMPS0:00 Intro0:10 Guide to the Coming Bull Market3:12 TDR Portfolio Up 95%6:27 The Four Crypto Cycle Stages12:54 Early Bull Signals17:19 How to Play the Early Bull21:43 The Wealth Creation Phase30:03 When to Start Going Risk-Off35:09 Why This Bull Market Could Be Bigger40:54 Fast DeFi & Social Trading47:01 Onchain Perps & Lighter52:00 How to Think Like an Investor----Not financial or tax advice. For educational purposes only. -
Onchain Activity is Heating Up…What Comes Next? 09.09.2026 49минBitcoin is flashing early-bull signals, but the all-clear still isn’t here. Mike and Ryan break down the new Golden Cross, why $69.9K and $80.4K define the next move, and how rising onchain speculation compares with early 2023. They also dive into PUMP vs. PONS, Robinhood Chain’s breakout, mobile-first crypto trading, and whether this new wave of risk-taking is just getting started.----🎯Join TDR Pro & get 1-month freehttps://thedefireport.io/friends🎯20% off our annual plan ($16.67/month)https://thedefireport.cc/tdr-rss🎯Follow & subscribe to The DeFi Report https://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIthttps://x.com/RyanSAdams----TIMESTAMPS0:00 Intro0:12 Bull Market Setup3:49 Bitcoin’s Key Levels9:20 Golden Cross Explained13:33 Alt Season or Not19:36 2023 Speculation Replay24:09 PONS and Robinhood Surge36:20 ETH’s Role in the Rally39:55 Macro Risks Ahead43:49 Portfolio Risk Management----Not financial or tax advice. For educational purposes only. -
Bitcoin’s Early Bull? The $69.4K Test 02.09.2026 45минBitcoin’s 23% surge may have marked the end of the bear market—but September could still deliver one more shakeout. Mike and Ryan break down the early-bull signals emerging across Bitcoin and crypto, why $69.4K is the key level to watch, and how the Treasury “put” is reshaping the macro backdrop. They also cover Saylor’s return to buying, rising onchain speculation, and whether investors are still early to the next cycle.----🎯Join TDR Pro & get 1-month freehttps://thedefireport.io/friends🎯20% off our annual plan ($16.67/month)https://thedefireport.cc/tdr-yt🎯Follow & subscribe to The DeFi Report https://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIthttps://x.com/RyanSAdams----TIMESTAMPS0:00 Intro0:18 Bull or September?3:17 Speed-Running the Cycle Low17:52 Mixed Signals, Early Bull26:54 Debasement Trade and Macro38:50 September Cooldown Ahead43:19 Mindset and Missed Gains----Not financial or tax advice. For educational purposes only. -
The Case for a New Crypto Bull Market 26.08.2026 47минBitcoin just surged 22% in 48 hours, and Mike’s outlook has flipped with it. Mike and Ryan break down why the cycle lows may now be in, what the latest onchain data says about a potential early bull phase, and how Treasury intervention in long-term yields changed the macro setup. They also cover Strategy’s $1.6B Bitcoin war chest, the return of crypto animal spirits, and the key $81.8K level that could confirm the next bull market.----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro0:14 Regime Shift Begins2:11 Bullish Catalyst Emerges6:59 Reading Bitcoin Market Structure12:20 Capitulation Metrics and Volume17:01 Crypto Reflexivity Returns19:58 Treasury Buybacks and Yields28:56 The 1940s Playbook35:02 Debasement Trade Reassessment39:41 Key Bitcoin Levels42:09 Portfolio Goes Risk On45:29 Early Bull, Still Active----Not financial or tax advice. For educational purposes only. -
Is AI Entering the "DAT Season" Stage of the Cycle? 19.08.2026 42мин🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----AI may be entering its late-cycle phase as Wall Street finds new ways to keep the boom funded. Mike and Ryan unpack Nvidia’s $500 billion financing push, why it echoes crypto’s DAT season, and whether leverage is extending the AI trade or creating hidden risk. They also cover Treasury buybacks, Bitcoin’s $60K–$65K buy wall, and where Mike sees the next “fat pitch” opportunity.----TIMESTAMPS0:00 Intro0:13 AI Trade Setup3:12 On-Chain Milestone6:57 Bitcoin Buy Wall10:59 Treasury Buyback Shift14:14 NVIDIA’s Credit Machine25:24 AI Bull vs Bear30:21 Real Yields Surge36:03 Bear Market Outlook39:04 The Next Fat Pitch----Not financial or tax advice. For educational purposes only. -
QE Lite, Rising Yields & Bitcoin’s Final Bear Market Test 12.08.2026 41минBitcoin may be entering the final stretch of the bear market, but macro risks are starting to build. Mike and Ryan break down the Treasury’s new “QE Lite” play, why 30-year yields are breaking to 20-year highs, and how intervention in the yen could ripple across global markets. They also cover gold’s latest surge, Bitcoin’s key cycle levels, and whether one final risk-off move could send BTC toward deep value territory before the next expansion.----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro0:14 Bear Market Finale Setup3:33 On-Chain Cohorts & Capitulation10:09 Weak Volumes, Miner Selling13:30 Inflation, Yen, & Gold17:53 Treasury Yields Break Higher26:04 Yen And Nasdaq Divergence32:11 Bitcoin Price Scenarios Ahead38:20 Pump Thesis & Cycle Upside----Not financial or tax advice. For educational purposes only. -
Bitcoin vs. Nasdaq: Is This Rally a Trap? 05.08.2026 37минThe Nasdaq has nearly erased a 10% selloff, but the bond market may be telling a very different story. Mike and Ryan break down why the Fed may be letting rising long-term yields tighten financial conditions, whether the rally in equities is built to last, and why Bitcoin may have already bottomed relative to the Nasdaq even if both markets still have more pain ahead. They also cover Bitcoin’s cycle metrics, Strategy’s latest BTC sales, and the possibility of one final move toward $55K before the next major buying opportunity.----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro0:21 NASDAQ vs Bitcoin2:04 Market Whipsaw Explained6:32 Bitcoin Cycle Check13:16 Strategy’s Bitcoin Stress16:06 Bitcoin Dominance Shift22:39 Bitcoin Versus QQQ26:43 Fed Lets Yields Run34:39 Staying Patient Into Year-End----Not financial or tax advice. For educational purposes only. -
Can the Economy Handle Rate Hikes? 29.07.2026 34минThe Fed may be forced to hike into an economy that looks strong on the surface but is weakening underneath. Mike and Ryan unpack the fault lines in labor, housing, savings, and credit, why the AI trade may be rolling over, and how one final risk-off move could send Bitcoin toward $55K before the next major buying opportunity.----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro0:17 Fed Hike Shock Ahead2:36 Market Signals Tighten6:37 Fed Independence Questioned11:10 Economy Under Pressure16:32 Housing Fault Lines21:14 Dollar Strength Warning24:17 After the Sell-Off28:40 Global Liquidity Outlook31:00 Portfolio Patience----Not financial or tax advice. For educational purposes only. -
Bitcoin’s Bear Market Is 80% Over? One More Lower Low Coming? 22.07.2026 43минBitcoin may be 80% through its bear market, but the bottom still isn’t confirmed. Ryan and Mike unpack weak demand, rising macro pressure, the risk of one more lower low, and why $63K and $73K now matter most.----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro3:27 Fair Value and Capitulation8:10 Time-Based Selloff13:07 Searching for Demand16:13 Miners Under Pressure18:45 Strategy and Saylor21:25 Iran and Oil Risk28:28 AI Speculation Peaks34:06 Macro or On-Chain?37:04 Bitcoin Levels to Watch41:25 TDR Updates and Outlook----Not financial or tax advice. For educational purposes only. -
TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio 15.07.2026 48минMike 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.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-ythttps://thedefireport.io/friendshttps://obsidian.md/ https://obsidian.md/clipper https://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro5:12 Portfolio Goals and Sleep Well10:46 Realized Gains and Bitcoin Alpha13:50 Unrealized Gains in Bear Market17:30 Lessons From the Bull Run23:34 Misses, Lessons, and Flexibility31:01 Current Portfolio Sectors36:52 Using TDR Pro With AI42:57 Transparency and Performance Updates46:33 Final Grade for the Year----Not financial or tax advice. For educational purposes only. -
Is the Bitcoin Low Really In? 08.07.2026 39минBitcoin bounced, but the bottom still isn’t confirmed. Ryan and Mike unpack the missing coin-rotation signal, weak ETF and spot demand, Saylor’s BTC sale, and why $50K remains in play.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro0:14 Bitcoin Low Or Not?5:06 Trench Revival In Crypto6:55 Why Mike Still Sees Lower12:59 The Coin Rotation Debate19:31 ETF Demand And Volume Check23:52 Saylor, Clarity, And Zcash34:25 Closing Bets And Performance Report----Not financial or tax advice. For educational purposes only. -
Bitcoin’s Green Light…Buy Now or Wait for One More Flush? 01.07.2026 37минBitcoin is back near historic buy-zone levels, but the bottom still isn’t confirmed. Ryan and Mike unpack the green-light indicators, the risk of one final flush, and what past cycles say about future returns.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-ythttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro0:22 Bitcoin Buy Now Debate4:57 Key Cycle Indicators8:39 Rotation Still Missing14:50 Macro Risks Ahead27:02 Patience And Returns30:24 Price Levels To Watch35:11 Drawdown And Outlook36:48 More Reports Coming----Not financial or tax advice. For educational purposes only. -
Why does BTC continue to track the 4-Year Cycle? 24.06.2026 46минBitcoin’s 4-year cycle may look arbitrary, but the data tells a deeper story. Ryan and Mike break down how leverage, credit, stablecoins, DeFi loans, miners, and Strategy drive crypto’s recurring booms and busts, and whether one final domino still needs to fall.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro5:21 Bitcoin’s Capital Base15:00 Leverage Drives the Premium20:07 Stablecoins and VC Flow23:08 On-Chain Loan Cycles26:08 Perps and Treasury Leverage32:14 Deleveraging and Hidden Risks34:29 Miner Capitulation37:12 Why Four Years?40:08 ETH and Solana Positioning----Not financial or tax advice. For educational purposes only. -
Bitcoin’s Bottom Case, ETF Outflows & The No-Buyers Problem 17.06.2026 44минBitcoin may be in the buy zone, but the demand signal still looks weak. David and Mike debate whether the bottom is already in, why ETF outflows and muted buyer interest matter, what realized losses and realized cap are signaling, and whether BTC needs one more painful reset before the next real opportunity.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-ythttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro2:01 Pain, Patience, & Cycles5:03 Shallower Drawdowns?7:22 ETF Flows and Demand9:34 Saylor’s Canary15:32 Realized Losses Review23:00 Bitcoin Versus Nasdaq25:23 AI Bubble Meets Crypto28:37 Oil, War, & Inflation33:25 Hyperliquid’s Market Split38:28 $LIT & $WLD Momentum40:42 Pro Portfolio Playbook----Not financial or tax advice. For educational purposes only. -
Has BTC Entered the "Buy Zone?" 10.06.2026 52минHas Bitcoin entered the buy zone, or is one final flush still ahead? Mike and Ryan break down why BTC under $67K looks attractive for long-term buyers, what realized losses and top-buyer cohorts reveal about seller exhaustion, and how AI weakness, inflation, and rising odds of Fed hikes could shape the next major move.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-ythttps://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro1:39 False Bull Flag Revisited5:32 Tracking Deep Value Signals11:04 Strategy Fear & Unwind18:09 Who Is Buying Bitcoin?22:15 Signs of Seller Exhaustion25:08 Bitcoin Leads the Nasdaq26:33 AI Boom Or Bust35:58 Macro Risks & Inflation43:20 TDR Portfolio Strategy48:50 Buying Bitcoin Under 67K----Not financial or tax advice. For educational purposes only. -
Bitcoin’s $60K Test Just Got More Serious 03.06.2026 36минBitcoin is testing a critical zone, but this bear market is starting to look different. Mike and David break down why $60K may be the next major level, how Strategy’s first BTC sale and STRC stress could shake market confidence, why ETF outflows are piling up, and why assets like Zcash, HYPE, Lighter, and NEAR are breaking out while Bitcoin weakens.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rss https://thedefireport.io/friendshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro1:22 Crypto Cycle Turning4:42 Bitcoin Near Key Support9:16 STRC Signals Stress20:42 ETF Outflows Mount23:58 Robinhood & Portfolio Bets28:49 DeFi Builders Gain Ground31:54 Bullish on Crypto Alpha35:24 Meme Coins Still Stick35:46 Closing & Disclaimers----Not financial or tax advice. For educational purposes only. -
Bitcoin’s Unfinished Pain & Altcoin Hype or Head Fake? 27.05.2026 43минBitcoin is stuck in a quiet range, but the signals are getting louder. Mike and Ryan break down why the mini altcoin rally may be a head fake, what realized losses suggest about Bitcoin’s unfinished pain, why ETF outflows and Saylor’s bond move matter, and the macro risks that could force another leg lower.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rss https://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro3:46 Altcoin Hype or Head Fake?13:06 Measuring Bitcoin Bear Market Pain22:50 ETF Outflows & Whale Selling29:25 Iran, Inflation, & Macro Risks37:35 Bitcoin Levels and Summer Positioning42:55 Closing & Disclaimers----Not financial or tax advice. For educational purposes only. -
Signs of a Cycle Bottom? 20.05.2026 37минBitcoin may have already hit its cycle low, but the confirmation signal still hasn’t fired. Mike and Ryan break down the bull case for a $60K bottom, why realized cap and supply in profit matter, what top-buyer cohorts are still signaling, and how inflation, rising yields, and a potential Fed hike could force one more drop.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rsshttps://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauItThe Watch List: Zcash (ZEC)https://thedefireport.io/research/the-watch-list-zcash-zec----TIMESTAMPS0:00 Intro4:16 Realized Cap Signals12:17 Supply Profit Check14:11 RSI & Cycle Lows18:01 Coins Still Need Rotation20:51 Inflation & Yields31:00 Key Levels & Scenarios34:17 Altcoin Rotation Watch36:52 Closing & Disclaimers----Not financial or tax advice. For educational purposes only. -
Momentum is slowing as macro risks are rising 13.05.2026 33минBitcoin just closed above a key bear market resistance level, but Mike still isn’t ready to call a regime shift. Ryan and Mike break down why this rally looks stretched, what $79K, $82.7K, and $85K are signaling, how weak spot volume and rising macro risk could slow momentum, and why June may be the real test for bulls.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-rss https://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro1:45 Bear Market Symmetry6:00 Comparing Past Cycles14:05 Who’s Selling at 80K?19:23 Weak Market Conditions23:10 Momentum Starts Fading27:37 June’s Historical Weakness29:12 Key Bitcoin Price Levels32:40 Closing & Disclaimers----Not financial or tax advice. For educational purposes only. -
Are we still in a bear market rally? 06.05.2026 35минBitcoin just completed the longest bear market rally of the last two cycles, but under the hood, the data still looks eerily similar to 2022. Mike and Ryan break down the battle between shorts and spot buyers, why $85K may decide the market, what ETF flows and Saylor’s bid are really signaling, and the setup that could trap both bulls and bears.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/rss https://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro3:03 Market Dynamics and Institutional Influence5:53 Trader Sentiment & Market Positioning10:04 Spot Market Analysis15:10 ETF Flows & Institutional Demand19:06 Market Structure & Cycle Analysis21:09 Bitcoin's Correlation & NASDAQ26:05 Critical Price Zones for Bitcoin30:12 Mike's Investment Strategy & Market Outlook33:17 The Marshmallow Test 34:17 Closing & Disclaimers----Not financial or tax advice. For educational purposes only.
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