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The DeFi Report The DeFi Report Michael Nadeau Vigilante Vibes Podcast Vigilante Vibes Podcast Megan Nichole Heal, Survive & Thrive! Heal, Survive & Thrive! Stephanie Lyn Vegan Superheroes Vegan Superheroes Juju & Fabi Эфиры Эфиры Настоящее Время Lage der Nation - der Politik-Podcast aus Berlin Lage der Nation - der Politik-Podcast aus Berlin Philip Banse & Ulf Buermeyer Hindi News - NHK WORLD RADIO JAPAN Hindi News - NHK WORLD RADIO JAPAN NHK WORLD-JAPAN The Dallas Cowboys Mike Fisher 'Fish Report' The Dallas Cowboys Mike Fisher 'Fish Report' Fan Stream Sports, Bleav Unsolved: Cold Case Files Unsolved: Cold Case Files Sezgin Locked On LSU - Daily Podcast On LSU Tigers Football & Basketball Locked On LSU - Daily Podcast On LSU Tigers Football & Basketball Locked On Podcast Network, Caroline Fenton Sid & Friends In The Morning Sid & Friends In The Morning 77 WABC Tim Butterly's Show Tim Butterly's Show Tim Butterly Auf den Punkt Auf den Punkt Süddeutsche Zeitung The Secret Teachings The Secret Teachings Ryan Gable On Texas Football On Texas Football Bobby Burton Ondernemende boeren Ondernemende boeren The Podcast Planet Defense & Aerospace Report Defense & Aerospace Report Defense & Aerospace Report, sponsored by Bell Bloomberg Surveillance Bloomberg Surveillance Bloomberg Founder's Story Founder's Story IBH Media AudioDharma: Gil Fronsdal's most recent dharma talks AudioDharma: Gil Fronsdal's most recent dharma talks www.audiodharma.org AI Podcast Summaries from Transcripted.ai (VIDEO) AI Podcast Summaries from Transcripted.ai (VIDEO) Transcripted.ai Legendary Upside Legendary Upside Pat Kerrane The BelTel The BelTel Belfast Telegraph LSP's Ear to the Ground LSP's Ear to the Ground Brian DeVore, Land Stewardship Project Betting Weekly Studios Betting Weekly Studios BetRivers Network Preaching and Teaching from St. John Ev. Lutheran Church (Sherman Center), Random Lake, Wisconsin Preaching and Teaching from St. John Ev. Lutheran Church (Sherman Center), Random Lake, Wisconsin Rev. Christopher Gillespie The Owen Jones Podcast The Owen Jones Podcast Owen Jones How to Trade Stocks and Options Podcast with OVTLYR Live How to Trade Stocks and Options Podcast with OVTLYR Live Christopher M. Uhl, CMA The KLRC Morning Show Podcast The KLRC Morning Show Podcast 90.9 KLRC El Primer Café El Primer Café Cooperativa Hurrdat Sports Live Hurrdat Sports Live Hurrdat Sports Network Local News Local News WCLT Radio Inc Highly Recommended Highly Recommended Leah P. sarah marie anderson's podcast sarah marie anderson's podcast sarah marie anderson Locked On MLB - Daily Podcast On Major League Baseball Locked On MLB - Daily Podcast On Major League Baseball Locked On Podcast Network, Paul Francis Sullivan PreMarket Prep PreMarket Prep Dennis Dick, Joel Elconin Token Metrics Daily Pulse Token Metrics Daily Pulse Token Metrics
The DeFi Report

Todo

The DeFi Report

Michael Nadeau

TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio

July 15, 2026 8:55am 48 min

Mike 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 Mike audit the wins, misses, and process beh...

Is the Bitcoin Low Really In?

July 08, 2026 12:57pm 39 min

Bitcoin 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 play.----📣GALAXY | INSTITUTIONAL DIGITAL ...

Bitcoin’s Green Light…Buy Now or Wait for One More Flush?

July 01, 2026 12:35pm 37 min

Bitcoin 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 cycles say about future returns.----📣GALAXY...

Why does BTC continue to track the 4-Year Cycle?

June 24, 2026 11:48am 46 min

Bitcoin’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 crypto’s recurring booms and busts, and whe...

Bitcoin’s Bottom Case, ETF Outflows & The No-Buyers Problem

June 17, 2026 1:14pm 44 min

Bitcoin may be in the buy zone, but the demand signal still looks weak. David and Mike debate whether the bottom is already in, why ETF outflows and muted buyer interest matter, what realized losses and realized cap are ...

Has BTC Entered the "Buy Zone?"

June 10, 2026 1:47pm 52 min

Has Bitcoin entered the buy zone, or is one final flush still ahead? Mike and Ryan break down why BTC under $67K looks attractive for long-term buyers, what realized losses and top-buyer cohorts reveal about seller exhau...

Bitcoin’s $60K Test Just Got More Serious

June 03, 2026 12:33pm 36 min

Bitcoin is testing a critical zone, but this bear market is starting to look different. Mike and David break down why $60K may be the next major level, how Strategy’s first BTC sale and STRC stress could shake market con...

Bitcoin’s Unfinished Pain & Altcoin Hype or Head Fake?

May 27, 2026 1:51pm 43 min

Bitcoin is stuck in a quiet range, but the signals are getting louder. Mike and Ryan break down why the mini altcoin rally may be a head fake, what realized losses suggest about Bitcoin’s unfinished pain, why ETF outflow...

Signs of a Cycle Bottom?

May 20, 2026 1:43pm 37 min

Bitcoin may have already hit its cycle low, but the confirmation signal still hasn’t fired. Mike and Ryan break down the bull case for a $60K bottom, why realized cap and supply in profit matter, what top-buyer cohorts a...

Momentum is slowing as macro risks are rising

May 13, 2026 3:21pm 33 min

Bitcoin just closed above a key bear market resistance level, but Mike still isn’t ready to call a regime shift. Ryan and Mike break down why this rally looks stretched, what $79K, $82.7K, and $85K are signaling, how wea...

Are we still in a bear market rally?

May 06, 2026 1:33pm 35 min

Bitcoin just completed the longest bear market rally of the last two cycles, but under the hood, the data still looks eerily similar to 2022. Mike and Ryan break down the battle between shorts and spot buyers, why $85K m...

Still Patient? Why This Bitcoin Rally May Be on Borrowed Time

April 29, 2026 1:56pm 40 min

Bitcoin has the “perfect” bull setup, record shorts, aggressive squeezes, and billions in buying, yet it still can’t break $80K. Ryan and Mike unpack why that disconnect matters, from weak spot demand and short-term hold...

Why This Rally May Be Too Early

April 22, 2026 2:50pm 32 min

Bitcoin is pushing back toward $80K, but the underlying data still looks like a classic bear market setup. Mike and Ryan break down why “hot money” from the 2025 top hasn’t fully rotated yet, how past cycles suggest more...

The Bottom Is Not In! Why We Get 4-Year Cycles

April 15, 2026 1:58pm 46 min

Bitcoin is up 19% from the February lows, but Mike argues this still looks more like a bear market bounce than a true bottom. He and Ryan break down why weak ETF flows, soft onchain activity, fading risk appetite, and ro...

Ceasefire Trap? Bulls vs. Bears—Who Wins?

April 08, 2026 3:03pm 36 min

Markets ripped on the Iran ceasefire headlines, but Mike says the bigger bearish process may still be unfolding.Mike and David break down why Bitcoin, oil, global liquidity, and the S&P’s 200-day moving average are all f...

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

April 01, 2026 1:15pm 35 min

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 oncha...

Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown

March 25, 2026 1:46pm 37 min

The Nasdaq just broke its 200-day moving average. In 2022, that was the signal for a 35% collapse. Is history repeating?Mike and Ryan dive into the "Complacency Trap," why the war in Iran is actually a strategic play for...

Saylor is Back: How does this impact market structure?

March 18, 2026 1:28pm 36 min

Bitcoin is ripping while stocks and gold stall, and Michael Saylor just dropped billions into BTC. So… is this a real regime shift or just another 2022-style fake rally?Ryan and Mike break down the macro, why liquidity i...

Bitcoin Network Health Check: Assessing Thesis & New Risks

March 11, 2026 12:57pm 43 min

Mike and Ryan re-underwrite the Bitcoin thesis with a full network health check: hash rate, miner incentives, active addresses, ETF adoption, treasury firms, and BTC’s performance vs Nasdaq and gold. They also dig into t...

Deploy now or wait for Deep Value? (March 2026 Cycle Update)

March 04, 2026 1:08pm 35 min

Mike and Ryan break down Bitcoin’s cycle awareness signals now that BTC has hit “fair value.” Using long-term holder supply in profit, MVRV, and the 200-week moving average, they compare today’s setup to the 2018 and 202...

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