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Business

The DeFi Report

by Michael Nadeau
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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.

Latest episodes

  • Bitcoin Leads the Next Move…$78K or $90K?

    October 7, 2026 · 48 min

    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…

  • Macro Concerns? Crypto’s Bull Case vs. Rising Rates

    September 30, 2026 · 40 min

    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…

  • Is the "Early Bull" Actually Confirmed?

    September 23, 2026 · 46 min

    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…

  • Guide to Navigating the Next Crypto Bull Run

    September 16, 2026 · 57 min

    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…

  • Onchain Activity is Heating Up…What Comes Next?

    September 9, 2026 · 49 min

    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…

  • Bitcoin’s Early Bull? The $69.4K Test

    September 2, 2026 · 45 min

    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…

  • The Case for a New Crypto Bull Market

    August 26, 2026 · 48 min

    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…

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

    August 19, 2026 · 42 min

    🎯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…