The DeFi Report

Hosted by Michael Nadeau

Business Investing

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Latest episode

Oct 2026

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About the show

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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43 recent

October 21, 2026Episode 4244 min

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 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 ---- RESOURCES The Watch List: ETH Q3 Update https://thedefireport.io/research/the-watch-list-eth-q3-update The Watch List: SOL Q3 Update https://thedefireport.io/research/the-watch-list-sol-q3-update ---- TIMESTAMPS 0:00 Intro 0:13 Bitcoin Holds Strong as Altcoins Fearful 4:00 Bitcoin’s Cycle Signals & Capitulation 11:19 Bitcoin Dominance and Strategy’s Next Move 17:51 AI Debt Fears & Credit Spreads 22:30 Treasury Yields, Stocks, & Capital Flows 31:42 Debt Risks, Bitcoin, & Government Intervention 35:30 Bitcoin Versus & Nasdaq 39:11 Altcoin Dips and Portfolio Strategy 43:02 Ether, Solana, & Closing Thoughts ---- Not financial or tax advice. For educational purposes only.

October 14, 2026Episode 4146 min

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.

October 7, 2026Episode 4047 min

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 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 0:12 Bitcoin’s Next Move 3:56 Zooming Out on Crypto 7:48 The Summer Rebound 11:58 Bitcoin Leads the Cycle 16:41 Profit-Taking Pressure 18:43 Stablecoins and Liquidity 23:19 Macro Shifts and Jobs 26:21 Market Damage Beneath 33:49 Bitcoin’s Key Levels 38:00 Breaking 90K Resistance 40:28 Holding Through the Bull 46:28 Investor Journal Close ---- Not financial or tax advice. For educational purposes only.

September 30, 2026Episode 3939 min

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 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 0:24 Macro Second Look 4:01 Crypto Outperforms Macro 6:26 Market Structure Reset 10:12 Macro Risk Tour 20:53 Liquidity and Volatility 24:53 Bull Case Holds 29:23 Stocks and AI Breadth 32:15 Bull Market Price Targets 38:04 New Referral Program ---- Not financial or tax advice. For educational purposes only.

September 23, 2026Episode 3846 min

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.

September 16, 2026Episode 3756 min

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.

September 9, 2026Episode 3649 min

Onchain Activity is Heating Up…What Comes Next?

Bitcoin 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 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 0:12 Bull Market Setup 3:49 Bitcoin’s Key Levels 9:20 Golden Cross Explained 13:33 Alt Season or Not 19:36 2023 Speculation Replay 24:09 PONS and Robinhood Surge 36:20 ETH’s Role in the Rally 39:55 Macro Risks Ahead 43:49 Portfolio Risk Management ---- Not financial or tax advice. For educational purposes only.

September 2, 2026Episode 3545 min

Bitcoin’s Early Bull? The $69.4K Test

Bitcoin’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 free https://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_report https://x.com/JustDeauIt https://x.com/RyanSAdams ---- TIMESTAMPS 0:00 Intro 0:18 Bull or September? 3:17 Speed-Running the Cycle Low 17:52 Mixed Signals, Early Bull 26:54 Debasement Trade and Macro 38:50 September Cooldown Ahead 43:19 Mindset and Missed Gains ---- Not financial or tax advice. For educational purposes only.

August 26, 2026Episode 3447 min

The Case for a New Crypto Bull Market

Bitcoin 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 & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 0:14 Regime Shift Begins 2:11 Bullish Catalyst Emerges 6:59 Reading Bitcoin Market Structure 12:20 Capitulation Metrics and Volume 17:01 Crypto Reflexivity Returns 19:58 Treasury Buybacks and Yields 28:56 The 1940s Playbook 35:02 Debasement Trade Reassessment 39:41 Key Bitcoin Levels 42:09 Portfolio Goes Risk On 45:29 Early Bull, Still Active ---- Not financial or tax advice. For educational purposes only.

August 19, 2026Episode 3342 min

Is AI Entering the "DAT Season" Stage of the Cycle?

🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://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. ---- TIMESTAMPS 0:00 Intro 0:13 AI Trade Setup 3:12 On-Chain Milestone 6:57 Bitcoin Buy Wall 10:59 Treasury Buyback Shift 14:14 NVIDIA’s Credit Machine 25:24 AI Bull vs Bear 30:21 Real Yields Surge 36:03 Bear Market Outlook 39:04 The Next Fat Pitch ---- Not financial or tax advice. For educational purposes only.

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