The DeFi Report

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 frameworks that inform those decisions — for educational and informational purposes.

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The DeFi Report

Episodes (14)

Wednesday BTC Cycle Low? & Views on macro, altcoins, & crypto equities
Mar 25th Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown
Mar 18th Saylor is Back: How does this impact market structure?

The DeFi Report

Apr 1, 2026
37¾ minutes
33 MB

Bitcoin is down 47% from the highs, but Mike says the real “fat pitch” still hasn’t arrived. Mike and Ryan break down where BTC could actually bottom using realized price, the 200-week moving average, and deep value onchain signals, plus why oil, Iran, rates, and recession risk still matter more than most crypto investors think. ---- 📣GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://thed...

The DeFi Report

BTC Cycle Low? & Views on macro, altcoins, & crypto equities

Michael Nadeau

00:00 -35:59