The DeFi Report
By Michael Nadeau
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Category: Investing
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Subscribers: 14
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Episodes: 21
Description
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.
| Episode | Date |
|---|---|
|
Signs of a Cycle Bottom?
|
May 20, 2026 |
|
Momentum is slowing as macro risks are rising
|
May 13, 2026 |
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Are we still in a bear market rally?
|
May 06, 2026 |
|
Still Patient? Why This Bitcoin Rally May Be on Borrowed Time
|
Apr 29, 2026 |
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Why This Rally May Be Too Early
|
Apr 22, 2026 |
|
The Bottom Is Not In! Why We Get 4-Year Cycles
|
Apr 15, 2026 |
|
Ceasefire Trap? Bulls vs. Bears—Who Wins?
|
Apr 08, 2026 |
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BTC Cycle Low? & Views on macro, altcoins, & crypto equities
|
Apr 01, 2026 |
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Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown
|
Mar 25, 2026 |
|
Saylor is Back: How does this impact market structure?
|
Mar 18, 2026 |
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Bitcoin Network Health Check: Assessing Thesis & New Risks
|
Mar 11, 2026 |
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Deploy now or wait for Deep Value? (March 2026 Cycle Update)
|
Mar 04, 2026 |
|
Uncertainty Bubble? Tariffs, AI Tail Risks, & a BTC Market Structure Update
|
Feb 25, 2026 |
|
What is the bond market telling us?
|
Feb 18, 2026 |
|
Where do we go from here?
|
Feb 11, 2026 |
|
What does the new Fed Chair mean for Crypto?
|
Feb 04, 2026 |
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Why is Bitcoin Underperforming Gold?
|
Jan 28, 2026 |
|
Constructing a Portfolio
|
Jan 21, 2026 |
|
Next Stop $100k?
|
Jan 14, 2026 |
|
Our Outlook for 2026
|
Jan 07, 2026 |
|
Was the Fed Rate Cut a False Signal for Crypto?
|
Dec 17, 2025 |