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The DeFi Report

Michael Nadeau

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.

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  • 24 episodes
  • weekly
  • Avg 41 min
  • English

Episodes 24

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  • #16
    April 22 · 32 min

    Why This Rally May Be Too Early

    Bitcoin is pushing back toward $80K, but the underlying data still looks like a classic bear market setup. Mike and Ryan break down why “hot money” from the 2025 top hasn’t fully rotated yet, how past cycles suggest more downside or time is needed, and why dip buyers may be stepping in too early. They also explain what real bottom formation looks like onchain and why this rally could be more about positioning than a true shift in trend. ---- 📣GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://thedefireport.io/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 1:44 Mike's Evolving Thinking on Altcoins 5:12 Analyzing Bitcoin's Cost Basis Data 8:11 Understanding Bitcoin's Cohorts 10:08 Exploring New & Old Money Patterns 14:20 Comparing Cohorts Across Cycles 18:09 Key Takeaways from the Cohort Analysis 26:33 Portfolio Moves & Strategy Discussion 32:07 Closing & Disclaimers ---- Not financial or tax advice. For educational purposes only.

    • Transcript
  • #15
    April 15 · 46 min

    The Bottom Is Not In! Why We Get 4-Year Cycles

    Bitcoin is up 19% from the February lows, but Mike argues this still looks more like a bear market bounce than a true bottom. He and Ryan break down why weak ETF flows, soft onchain activity, fading risk appetite, and rolling liquidity still do not look like the kind of setup that usually marks a durable low. They also map out the key BTC levels that would force a change in view, and what real capitulation tends to look like when the cycle finally turns. ---- 📣GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://thedefireport.io/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 1:50 Polling Investor Sentiment 4:22 The Four-Year Cycle Explained 13:02 Market Dynamics and Investor Psychology 17:17 Examining Current Liquidity Conditions 27:31 Fiscal Policy and Its Impact 29:07 On-Chain Analysis of Bitcoin 39:10 Understanding Market Trends and Patterns 44:04 Closing & Disclaimers ---- Not financial or tax advice. For educational purposes only.

    • Transcript
  • #14
    April 8 · 36 min

    Ceasefire Trap? Bulls vs. Bears—Who Wins?

    Markets ripped on the Iran ceasefire headlines, but Mike says the bigger bearish process may still be unfolding. Mike and David break down why Bitcoin, oil, global liquidity, and the S&P’s 200-day moving average are all flashing mixed signals, and why the real bottom may still require more pain, patience, and weak-hand capitulation. ---- 📣GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://thedefireport.io/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 2:56 Market Reactions to Ceasefire 6:28 Analyzing the Bull & Bear Cases 11:02 The Pessimist's Perspective 15:34 Iran's Strategic Position 22:37 Understanding the Liquidity Cycle 26:58 The Long-Term View on Bitcoin 31:34 Short-Term Market Signals 36:08 Closing & Disclaimers ---- Not financial or tax advice. For educational purposes only.

    • Transcript
  • #13
    April 1 · 35 min

    BTC Cycle Low? & Views on macro, altcoins, & crypto equities

    Bitcoin is down 47% from the highs, but Mike says the real “fat pitch” still hasn’t arrived. Mike and Ryan break down where BTC could actually bottom using realized price, the 200-week moving average, and deep value onchain signals, plus why oil, Iran, rates, and recession risk still matter more than most crypto investors think. ---- 📣GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://thedefireport.io/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 2:16 Buffett's Market Perspective 4:45 Galaxy One Staking Launch 6:31 War's Impact on Markets 11:07 Energy Crisis Analysis 14:03 Fed Rate Predictions 18:11 Speculating on Trump's Announcement 24:50 Bitcoin Price Analysis 28:14 Deep Value & Market Strategy 32:53 Altcoins & Crypto Equities 35:04 Closing & Disclaimers ---- Not financial or tax advice. For educational purposes only.

    • Transcript
Showing 21–24 of 24 episodes