The DeFi Report
av Michael Nadeau
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Crypto Survived the $6.3B Binance Hack...Is the Bull Market Still…
Crypto Survived the $6.3B Binance Hack...Is the Bull Market Still…
Om den här podden
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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- Crypto Survived the $6.3B Binance Hack...Is the Bull Market Still Intact? · 41 min · Avsnitt 44A $6.3 billion Binance hack should have crushed Bitcoin. Instead, BTC barely fell, and Mike is more bullish than before. Mike and Ryan break down why Bitcoin held its critical…
- Can Crypto's Early Bull Survive the Stealth Bear Market? · 43 min · Avsnitt 43Nearly 60% of S&P 500 stocks are already in a bear market. So why is Mike still bullish on Bitcoin? Mike and Ryan unpack the stealth selloff in stocks, AI financing fears, rising…
- Is Crypto Ready for Its Next Leg Up? · 45 min · Avsnitt 42Fear has returned to crypto, but the next rally may be closer than it looks. Mike and Ryan break down Bitcoin’s resilience amid a sharp altcoin selloff, the holder rotation…
- Early Bull Reset? Why 2026 Looks Like 2023 · 46 min · Avsnitt 41An early bull market doesn’t always feel bullish. Mike and Ryan compare today’s crypto setup to 2023, when Bitcoin chopped sideways for seven months before its next major rally…
- Bitcoin Leads the Next Move…$78K or $90K? · 48 min · Avsnitt 40Bitcoin 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…
- Macro Concerns? Crypto’s Bull Case vs. Rising Rates · 40 min · Avsnitt 39Crypto 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…
- Is the "Early Bull" Actually Confirmed? · 46 min · Avsnitt 38Mike 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…
- Guide to Navigating the Next Crypto Bull Run · 57 min · Avsnitt 37Bitcoin 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…
- Onchain Activity is Heating Up…What Comes Next? · 49 min · Avsnitt 36Bitcoin 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…
- Bitcoin’s Early Bull? The $69.4K Test · 45 min · Avsnitt 35Bitcoin’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…
- The Case for a New Crypto Bull Market · 48 min · Avsnitt 34Bitcoin 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…
- Is AI Entering the "DAT Season" Stage of the Cycle? · 42 min · Avsnitt 33🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report…
- QE Lite, Rising Yields & Bitcoin’s Final Bear Market Test · 42 min · Avsnitt 32Bitcoin 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…
- Bitcoin vs. Nasdaq: Is This Rally a Trap? · 37 min · Avsnitt 31The 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…
- Can the Economy Handle Rate Hikes? · 34 min · Avsnitt 30The 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…
- Bitcoin’s Bear Market Is 80% Over? One More Lower Low Coming? · 44 min · Avsnitt 29Bitcoin 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…
- TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio · 48 min · Avsnitt 28Mike opens the books on TDR Pro’s first year: a portfolio up 13% through a crypto bear market, 53% realized gains, and a timely risk-off call before Bitcoin fell 45%. Ryan and…
- Is the Bitcoin Low Really In? · 39 min · Avsnitt 27Bitcoin bounced, but the bottom still isn’t confirmed. Ryan and Mike unpack the missing coin-rotation signal, weak ETF and spot demand, Saylor’s BTC sale, and why $50K remains in…
- Bitcoin’s Green Light…Buy Now or Wait for One More Flush? · 38 min · Avsnitt 26Bitcoin is back near historic buy-zone levels, but the bottom still isn’t confirmed. Ryan and Mike unpack the green-light indicators, the risk of one final flush, and what past…
- Why does BTC continue to track the 4-Year Cycle? · 47 min · Avsnitt 25Bitcoin’s 4-year cycle may look arbitrary, but the data tells a deeper story. Ryan and Mike break down how leverage, credit, stablecoins, DeFi loans, miners, and Strategy drive…
