HeyJaredThe DeFi Report
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…
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Macro Concerns? Crypto’s Bull Case vs. Rising Rates (opens the original)
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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 still believes crypto is early in a new cycle. They also cover the risks that could finally challenge that view. ---- 🎯Join TDR Pro & get 1-month free https://thedefireport.io/friends 🎯20% off our annual plan ($16.67/month) https://thedefireport.cc/tdr-rss 🎯Fo
Is the "Early Bull" Actually Confirmed? (opens the original)
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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. ---- 🎯Join TDR Pro & get 1-month free https://thedefireport.io/friends 🎯20% off our annual plan ($16.67/month)
Guide to Navigating the Next Crypto Bull Run (opens the original)
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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. ---- 🎯Join TDR Pro & get 1-month free https://thedefireport.io/friends 🎯20% off our a
Onchain Activity is Heating Up…What Comes Next? (opens the original)
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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. ---- 🎯Join TDR Pro & get 1-month free https://thedefireport.io/friends 🎯20% off our annual plan ($16.67/month) htt
Bitcoin’s Early Bull? The $69.4K Test (opens the original)
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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. ---- 🎯Join TDR Pro & get 1-month free https://thedefireport.io/friends 🎯20
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