The DeFi Report

Michael Nadeau
  • 4.8 (34)
  • Investing
  • Weekly

Our weekly show is hosted by Michael Nadeau (The DeFi Report) and Ryan Sean Adams (Bankless). Each week, we discuss how we approach managing our own portfolio and the data, research, and analytical frameworks that inform those decisions — for educational and informational purposes.

  1. 1d ago

    Crypto Survived the $6.3B Binance Hack...Is the Bull Market Still Intact?

    A $6.3 billion Binance hack should have crushed Bitcoin. Instead, BTC barely fell, and Mike is more bullish than before. Mike and Ryan break down why Bitcoin held its critical 50-week moving average, what the selloff revealed about its holder base, and whether the final market reset is now complete. They also cover ETF outflows, post-election macro risks, the key levels to watch next, and why Mike still expects months of chop before the next major move. ----🎯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 ----RESOURCES The Watch List: Pump Fun (PUMP) & the Social Trading Markethttps://thedefireport.io/research/the-watch-list-pump-fun-pump-the-social-trading-market The Commanding Heightshttps://commanding-heights.com/ ----TIMESTAMPS 0:00 Intro0:22 Bitcoin’s Biggest Test Yet1:47 Why People Make Bitcoin Volatile3:15 The $6 Billion Hack Test8:59 Diamond-Handed Bitcoin Holders11:20 The Slow Leak of Selling16:13 Altcoins After the Sell-Off20:19 ETFs, Stablecoins, and Market Signals22:44 Midterms and Crypto Markets26:34 Reading the Credit Spreads29:59 Bitcoin’s Early-Bull Outlook34:22 The Case for Pump and Social Trading40:04 Closing Thoughts and Disclaimers ----Not financial or tax advice. For educational purposes only.

    Crypto Survived the $6.3B Binance Hack...Is the Bull Market Still Intact?

  2. Oct 28

    Can Crypto's Early Bull Survive the Stealth Bear Market?

    Nearly 60% of S&P 500 stocks are already in a bear market. So why is Mike still bullish on Bitcoin? Mike and Ryan unpack the stealth selloff in stocks, AI financing fears, rising yields, and the looming midterms. They also break down Bitcoin’s stronger market structure, signs of seller exhaustion, and the $76K support level that could put the early-bull thesis to the test. ----🎯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 ----TIMESTAMPS 0:00 Intro0:16 Crypto’s Early Bull Faces a Wall of Worry3:48 Bitcoin’s Range-Bound Test and Market Catalysts6:41 Who’s Buying Bitcoin—and Will They Hold?13:14 ETF Flows, Miner Confidence, and Altcoin Resets17:48 Ethereum’s Struggle Against Bitcoin22:19 Is a Stealth Bear Market Already Underway?28:19 Has the Worst of the Market Selloff Passed?33:05 Midterms, Market Risks, and Political Uncertainty39:03 Bitcoin’s Key Test: The 50-Week Moving Average ----Not financial or tax advice. For educational purposes only.

    Can Crypto's Early Bull Survive the Stealth Bear Market?

  3. Oct 21

    Is Crypto Ready for Its Next Leg Up?

    Fear has returned to crypto, but the next rally may be closer than it looks. Mike and Ryan break down Bitcoin’s resilience amid a sharp altcoin selloff, the holder rotation driving its consolidation, and why seller exhaustion could set up the next move. They also discuss the $87K breakout level, mounting stress in AI debt markets, Bitcoin’s divergence from the Nasdaq, and whether quality altcoins are becoming attractive again. ----🎯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 ----RESOURCES The Watch List: ETH Q3 Updatehttps://thedefireport.io/research/the-watch-list-eth-q3-update The Watch List: SOL Q3 Updatehttps://thedefireport.io/research/the-watch-list-sol-q3-update ----TIMESTAMPS 0:00 Intro0:13 Bitcoin Holds Strong as Altcoins Fearful4:00 Bitcoin’s Cycle Signals & Capitulation11:19 Bitcoin Dominance and Strategy’s Next Move17:51 AI Debt Fears & Credit Spreads22:30 Treasury Yields, Stocks, & Capital Flows31:42 Debt Risks, Bitcoin, & Government Intervention35:30 Bitcoin Versus & Nasdaq39:11 Altcoin Dips and Portfolio Strategy43:02 Ether, Solana, & Closing Thoughts ----Not financial or tax advice. For educational purposes only.

    Is Crypto Ready for Its Next Leg Up?

  4. Oct 14

    Early Bull Reset? Why 2026 Looks Like 2023

    An early bull market doesn’t always feel bullish. Mike and Ryan compare today’s crypto setup to 2023, when Bitcoin chopped sideways for seven months before its next major rally. They break down Mike’s 90% early-bull conviction, the critical 50-week moving average, and why BTC could remain range-bound between $80K and $95K. Plus, the altcoin reset, whether Robinhood Chain could become this cycle’s Solana, and the macro risks shaping what comes next. ----🎯Join TDR Pro & get 1-month free https://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_report https://x.com/JustDeauIt https://x.com/RyanSAdams ---- TIMESTAMPS 0:00 Intro 0:13 Early Bull Reset 2:42 2023 Market Echo 6:59 Bitcoin At The 50-Week 16:57 Altcoins Versus Bitcoin 26:38 Robinhood Chain Speculation 32:09 CPI And Yields Jump 37:37 Debasement And Policy 40:51 Reset Opportunities In Alts 44:04 Closing The Loop ---- Not financial or tax advice. For educational purposes only.

    Early Bull Reset? Why 2026 Looks Like 2023

  5. Oct 7

    Bitcoin Leads the Next Move…$78K or $90K?

    Bitcoin is entering a critical decision point. Mike and Ryan break down why a pullback toward $78K could still be healthy, what a move through $90K could unlock, and why Bitcoin’s next move may set the tone for the broader market. They also cover improving macro conditions, stock-market strength, and how to manage risk in the early bull. ----🎯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 ----TIMESTAMPS 0:00 Intro0:12 Bitcoin’s Next Move3:56 Zooming Out on Crypto7:48 The Summer Rebound11:58 Bitcoin Leads the Cycle16:41 Profit-Taking Pressure18:43 Stablecoins and Liquidity23:19 Macro Shifts and Jobs26:21 Market Damage Beneath33:49 Bitcoin’s Key Levels38:00 Breaking 90K Resistance40:28 Holding Through the Bull46:28 Investor Journal Close ----Not financial or tax advice. For educational purposes only.

    Bitcoin Leads the Next Move…$78K or $90K?

  6. Sep 30

    Macro Concerns? Crypto’s Bull Case vs. Rising Rates

    Crypto is acting like a bull market even as macro risks keep building. Mike and Ryan break down why Bitcoin and altcoins are shrugging off rising yields, rate-hike fears, and oil volatility, what the market reset is signaling, and why Mike still believes crypto is early in a new cycle. They also cover the risks that could finally challenge that view. ----🎯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 ----TIMESTAMPS 0:00 Intro0:24 Macro Second Look4:01 Crypto Outperforms Macro6:26 Market Structure Reset10:12 Macro Risk Tour20:53 Liquidity and Volatility24:53 Bull Case Holds29:23 Stocks and AI Breadth32:15 Bull Market Price Targets38:04 New Referral Program ----Not financial or tax advice. For educational purposes only.

    Macro Concerns? Crypto’s Bull Case vs. Rising Rates

  7. Sep 23

    Is the "Early Bull" Actually Confirmed?

    Mike is finally ready to call it: Bitcoin has likely entered the early-bull phase. Mike and Ryan break down the Golden Cross, the reclaim of the 50-week moving average, the market-structure reset, and why seller exhaustion has pushed Mike’s confidence to 85%. They also cover fading macro fears, Saylor’s return as a buyer, and the key levels that could confirm or challenge the new cycle. ----🎯Join TDR Pro & get 1-month free https://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_report https://x.com/JustDeauIt https://x.com/RyanSAdams ---- TIMESTAMPS 0:00 Intro 0:14 Early Bull Emerges 4:24 Coin Rotation Strengthens 10:14 Golden Cross Confirmed 12:56 Bull Case Checklist 17:09 Buyers Reappear 22:52 Macro Noise Fades 30:58 Ben Concedes Bull 34:08 Key Levels Ahead 38:12 Riding Winners Higher ---- Not financial or tax advice. For educational purposes only.

    Is the "Early Bull" Actually Confirmed?

  8. Sep 16

    Guide to Navigating the Next Crypto Bull Run

    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. ----🎯Join TDR Pro & get 1-month free https://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_report https://x.com/JustDeauIt https://x.com/RyanSAdams ---- 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 ---- Not financial or tax advice. For educational purposes only.

    Guide to Navigating the Next Crypto Bull Run
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4.8
out of 5
34 Ratings

About

Our weekly show is hosted by Michael Nadeau (The DeFi Report) and Ryan Sean Adams (Bankless). Each week, we discuss how we approach managing our own portfolio and the data, research, and analytical frameworks that inform those decisions — for educational and informational purposes.

Information

  • Creator
    Michael Nadeau
  • Years Active
    2023 - 2026
  • Episodes
    45
  • Rating
    Clean
  • Copyright
    © Michael Nadeau
  • Show Website
    The DeFi Report

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