
Show overview
The DeFi Report launched in 2025 and has put out 34 episodes in the time since. That works out to roughly 20 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run thirty-five to sixty minutes — most land between 36 min and 43 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-US-language Business show.
The show is actively publishing — the most recent episode landed 6 days ago, with 33 episodes already out so far this year. The busiest year was 2026, with 33 episodes published. Published by Michael Nadeau.
From the publisher
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.
Latest Episodes
View all 34 episodesIs AI Entering the "DAT Season" Stage of the Cycle?
QE Lite, Rising Yields & Bitcoin’s Final Bear Market Test
Bitcoin vs. Nasdaq: Is This Rally a Trap?
Can the Economy Handle Rate Hikes?
Bitcoin’s Bear Market Is 80% Over? One More Lower Low Coming?
TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio
Is the Bitcoin Low Really In?
Bitcoin’s Green Light…Buy Now or Wait for One More Flush?
Why does BTC continue to track the 4-Year Cycle?
Bitcoin’s Bottom Case, ETF Outflows & The No-Buyers Problem
Has BTC Entered the "Buy Zone?"
Bitcoin’s $60K Test Just Got More Serious
Bitcoin’s Unfinished Pain & Altcoin Hype or Head Fake?
Signs of a Cycle Bottom?
Momentum is slowing as macro risks are rising
Are we still in a bear market rally?
Still Patient? Why This Bitcoin Rally May Be on Borrowed Time
Why This Rally May Be Too Early
The Bottom Is Not In! Why We Get 4-Year Cycles

Ep 14Ceasefire Trap? Bulls vs. Bears—Who Wins?
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 flashing mixed signals, and why the real bottom may still require more pain, patience, and weak-hand capitulation.----📣GALAXYONE | SOLANA STAKINGhttps://bankless.cc/GalaxyOne ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.io/friends https://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro2:56 Market Reactions to Ceasefire6:28 Analyzing the Bull & Bear Cases11:02 The Pessimist's Perspective15:34 Iran's Strategic Position22:37 Understanding the Liquidity Cycle26:58 The Long-Term View on Bitcoin31:34 Short-Term Market Signals36:08 Closing & Disclaimers----Not financial or tax advice. For educational purposes only.