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The DeFi Report The DeFi Report Michael Nadeau Follow Jesus Radio Follow Jesus Radio Richard Templin Hancock Ageless Future Ageless Future Regan Archibald Stories of the Supernatural Stories of the Supernatural M.P. Pellicer Arroe Collins View From The Writing Instrument Arroe Collins View From The Writing Instrument Arroe Collins Express Yourself Black Man Express Yourself Black Man Kizzle Lost Genre Reddit Stories Lost Genre Reddit Stories Lost Genre Stories Seafood Matters Podcast Seafood Matters Podcast Jim Cowie 7 Good Minutes 7 Good Minutes Clyde Lee Dennis Thrilling Threads - Conspiracy Theories, Strange Phenomena, True Crime, Unsolved Mysteries, etc! Thrilling Threads - Conspiracy Theories, Strange Phenomena, True Crime, Unsolved Mysteries, etc! Byte & Pieces WWE WWE WWE Wrestling Paratruth: Reborn Paratruth: Reborn Justin Cancilliere & Erik Scerbak TJ & Riggins Show | Comedy, Pop Culture, Morning Banter TJ & Riggins Show | Comedy, Pop Culture, Morning Banter TJ Riggins | Comedy, Pop Culture, Morning Banter Nat19: Jumpship Junction Nat19: Jumpship Junction Nat19 Pancho Madrigal Cuentos Variados Pancho Madrigal Cuentos Variados PMCV CRIMES • Histoires Vraies CRIMES • Histoires Vraies Minuit Full Story Full Story The Guardian The Thin Veil with Ezra Lipp The Thin Veil with Ezra Lipp Ezra Lipp La Bible Essénienne Version Livre Audio La Bible Essénienne Version Livre Audio Bible Essénienne Locked On Dodgers – Daily Podcast On The Los Angeles Dodgers Locked On Dodgers – Daily Podcast On The Los Angeles Dodgers Locked On Podcast Network, Vince Samperio, Jeff Snider The News Agents The News Agents Global Faith Baptist Church New York Faith Baptist Church New York Pastor Jeff Vinci RLL RLL RLL Alex Becker Channel Alex Becker Channel Alex Becker Channel Marriage Matters with Ken and Shar Marriage Matters with Ken and Shar Ken and Shar TJ & Amanda's 2nd Date Update TJ & Amanda's 2nd Date Update KJ103 (KJYO-FM) The Edge of Risk Podcast by IRMI The Edge of Risk Podcast by IRMI irmi Calling All Platforms Tech and Gaming News Calling All Platforms Tech and Gaming News Calling All Platforms 3AW is Football 3AW is Football 3AW News - اخبار News - اخبار Iran International - ایران اینترنشنال Hello Fred! Hello Fred! KCUR Radio گزارش روز با مجتبا پورمحسن -  Daily report with Mojtaba Pourmohsen گزارش روز با مجتبا پورمحسن - Daily report with Mojtaba Pourmohsen Iran International - ایران اینترنشنال Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Solveig Gode, Nicole Bastian, Sandra Groeneveld, Nele Dohmen, Anis Mičijević, Ben Mendelson, Aileen Bunte Wow God Stories Wow God Stories Faith Podcast Network The Lunduke Journal of Technology The Lunduke Journal of Technology Bryan Lunduke The Spartan Orientation Station The Spartan Orientation Station Madison Sewick Le journal RTL Le journal RTL RTL
The DeFi Report

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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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