The DeFi Report

By Michael Nadeau

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Category: Investing

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Subscribers: 13
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Episodes: 14

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
BTC Cycle Low? & Views on macro, altcoins, & crypto equities
Apr 01, 2026
Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown
Mar 25, 2026
Saylor is Back: How does this impact market structure?
Mar 18, 2026
Bitcoin Network Health Check: Assessing Thesis & New Risks
Mar 11, 2026
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
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