The DeFi Report

The DeFi Report

By 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 fr... more
Download on the App Store

Best of The DeFi Report

The most played episodes among Podcast App listeners.

  1. Number 1: 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.

    47min
    Listen Later
  2. Number 2: 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.

    57min
    Listen Later
  3. Number 3: 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.

    50min
    Listen Later
  4. Number 4: 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.

    46min
    Listen Later
  5. Number 5: 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.

    40min
    Listen Later

The DeFi Report episodes:

FAQs about The DeFi Report:

How many episodes does The DeFi Report have?

The podcast currently has 76 episodes available.