Podcast Index

Podcasts

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The DeFi Report The DeFi Report Michael Nadeau VSiN By The Books VSiN By The Books VSiN The Pomp Letter The Pomp Letter Anthony Pompliano DeProgram with Ted Rall and Jamarl Thomas DeProgram with Ted Rall and Jamarl Thomas Ted Rall and Jamarl Thomas The Brazilian Shirt Name Podcast The Brazilian Shirt Name Podcast 11-29 Media Occult Symbolism and Pop Culture with Isaac Weishaupt Occult Symbolism and Pop Culture with Isaac Weishaupt Conspiracy Theories w/ Isaac "Illuminati Watcher" Weishaupt Daily Dvar Halacha Daily Dvar Halacha Rabbi Eli Reingold Cenário Econômico com Leandro Resende Cenário Econômico com Leandro Resende Rádio CBN Brooke and Jeffrey Brooke and Jeffrey iHeartPodcasts Energy News Beat Podcast Energy News Beat Podcast Stuart Turley The Anna and Raven Show The Anna and Raven Show The Anna & Raven Show 9to5Mac Daily 9to5Mac Daily 9to5Mac The Sal Licata Show The Sal Licata Show The Sal Licata Show UFOS & PARANORMAL WITH PRESTON DENNETT UFOS & PARANORMAL WITH PRESTON DENNETT Preston Dennett Rambam Yomi Rambam Yomi Rabbi Dov Winston Merita Business Podcast Merita Business Podcast Giorgio Minguzzi Sunday Brunch with Kamiya Jani Sunday Brunch with Kamiya Jani Kamiya Jani Boletines RNE Boletines RNE RNE Maybe, Actually, Museums are for me. Maybe, Actually, Museums are for me. MAMmontclair Bucknuts Morning 5: An Ohio State athletics podcast Bucknuts Morning 5: An Ohio State athletics podcast 247Sports Trump's Terms Trump's Terms NPR The VBAC Link The VBAC Link Lily Wyn & Paige Lloyd Miller and Moulton Miller and Moulton Podcast Playground Who Smarted? - Educational Podcast for Kids Who Smarted? - Educational Podcast for Kids Atomic Entertainment / Starglow Media Roya Daily NEWS - الاخبار من رؤيا Roya Daily NEWS - الاخبار من رؤيا Roya Podcast - رؤيا بودكاست NeverHodl Intelligence — Briefing Diário do Mercado Crypto NeverHodl Intelligence — Briefing Diário do Mercado Crypto NeverHodl チケットボンバーズの記録 チケットボンバーズの記録 チケットボンバーズの記録 Daily SITREP from Early Warning Network Daily SITREP from Early Warning Network Forward Observer Radio Motivation Daily by Motiversity Motivation Daily by Motiversity Motiversity The VSiN Daily Diamond The VSiN Daily Diamond Jensen Lewis and Dave Ross 🇨🇭🇩🇪 Markt-Trends setzen mit Swissquote 🇨🇭🇩🇪 Markt-Trends setzen mit Swissquote Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Überblick über alle Anlageklassen Marketplace All-in-One Marketplace All-in-One Marketplace Todd N Tyler Radio Empire Todd N Tyler Radio Empire Todd n Tyler The xMonks Drive The xMonks Drive Gaurav Arora رادیو فردا رادیو فردا رادیوفردا Startupeable: Emprendimiento | Tecnología | Venture Capital Startupeable: Emprendimiento | Tecnología | Venture Capital Enzo Cavalie de Volkskrant Elke Dag de Volkskrant Elke Dag de Volkskrant
The DeFi Report

Tout

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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