The DeFi Report – Détails, épisodes et analyse

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The DeFi Report

Michael Nadeau

Business & Entrepreneuriat

Fréquence : 1 épisode/7j. Total Éps: 39

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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Données mises à jour le 25/09/2026

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https://thedefireport.transistor.fm/
38 partages
https://thedefireport.io/friends
29 partages
https://bankless.cc/Galaxy
23 partages

https://www.linkedin.com/in/michael-austin-nadeau/

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Is the "Early Bull" Actually Confirmed?

Épisode 38

mercredi 23 septembre 2026 • Durée 46:12

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.

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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

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Not financial or tax advice. For educational purposes only.

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Guide to Navigating the Next Crypto Bull Run

Épisode 37

mercredi 16 septembre 2026 • Durée 56:37

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.

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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

Onchain Activity is Heating Up…What Comes Next?

Épisode 36

mercredi 9 septembre 2026 • Durée 49:29

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.

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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

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Not financial or tax advice. For educational purposes only.

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Bitcoin’s Early Bull? The $69.4K Test

Épisode 35

mercredi 2 septembre 2026 • Durée 45:19

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.

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----
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

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Not financial or tax advice. For educational purposes only.

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The Case for a New Crypto Bull Market

Épisode 34

mercredi 26 août 2026 • Durée 47:58

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.

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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

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Not financial or tax advice. For educational purposes only.

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

Épisode 33

mercredi 19 août 2026 • Durée 42:26

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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.

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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

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Not financial or tax advice. For educational purposes only.

QE Lite, Rising Yields & Bitcoin’s Final Bear Market Test

Épisode 32

mercredi 12 août 2026 • Durée 41:59

Bitcoin may be entering the final stretch of the bear market, but macro risks are starting to build. Mike and Ryan break down the Treasury’s new “QE Lite” play, why 30-year yields are breaking to 20-year highs, and how intervention in the yen could ripple across global markets. They also cover gold’s latest surge, Bitcoin’s key cycle levels, and whether one final risk-off move could send BTC toward deep value territory before the next expansion.

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TIMESTAMPS

0:00 Intro

0:14 Bear Market Finale Setup

3:33 On-Chain Cohorts & Capitulation

10:09 Weak Volumes, Miner Selling

13:30 Inflation, Yen, & Gold

17:53 Treasury Yields Break Higher

26:04 Yen And Nasdaq Divergence

32:11 Bitcoin Price Scenarios Ahead

38:20 Pump Thesis & Cycle Upside

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Not financial or tax advice. For educational purposes only.

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Bitcoin vs. Nasdaq: Is This Rally a Trap?

Épisode 31

mercredi 5 août 2026 • Durée 37:27

The Nasdaq has nearly erased a 10% selloff, but the bond market may be telling a very different story. Mike and Ryan break down why the Fed may be letting rising long-term yields tighten financial conditions, whether the rally in equities is built to last, and why Bitcoin may have already bottomed relative to the Nasdaq even if both markets still have more pain ahead. They also cover Bitcoin’s cycle metrics, Strategy’s latest BTC sales, and the possibility of one final move toward $55K before the next major buying opportunity.

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TIMESTAMPS

0:00 Intro

0:21 NASDAQ vs Bitcoin

2:04 Market Whipsaw Explained

6:32 Bitcoin Cycle Check

13:16 Strategy’s Bitcoin Stress

16:06 Bitcoin Dominance Shift

22:39 Bitcoin Versus QQQ

26:43 Fed Lets Yields Run

34:39 Staying Patient Into Year-End

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Not financial or tax advice. For educational purposes only.

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Can the Economy Handle Rate Hikes?

Épisode 30

mercredi 29 juillet 2026 • Durée 34:00

The Fed may be forced to hike into an economy that looks strong on the surface but is weakening underneath. Mike and Ryan unpack the fault lines in labor, housing, savings, and credit, why the AI trade may be rolling over, and how one final risk-off move could send Bitcoin toward $55K before the next major buying opportunity.

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TIMESTAMPS

0:00 Intro

0:17 Fed Hike Shock Ahead

2:36 Market Signals Tighten

6:37 Fed Independence Questioned

11:10 Economy Under Pressure

16:32 Housing Fault Lines

21:14 Dollar Strength Warning

24:17 After the Sell-Off

28:40 Global Liquidity Outlook

31:00 Portfolio Patience

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Not financial or tax advice. For educational purposes only.

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Bitcoin’s Bear Market Is 80% Over? One More Lower Low Coming?

Épisode 29

mercredi 22 juillet 2026 • Durée 43:38

Bitcoin may be 80% through its bear market, but the bottom still isn’t confirmed. Ryan and Mike unpack weak demand, rising macro pressure, the risk of one more lower low, and why $63K and $73K now matter most.

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TIMESTAMPS

0:00 Intro
3:27 Fair Value and Capitulation
8:10 Time-Based Selloff
13:07 Searching for Demand
16:13 Miners Under Pressure
18:45 Strategy and Saylor
21:25 Iran and Oil Risk
28:28 AI Speculation Peaks
34:06 Macro or On-Chain?
37:04 Bitcoin Levels to Watch
41:25 TDR Updates and Outlook

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Not financial or tax advice. For educational purposes only.

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