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Deep Values Deep Values TheDeepValue Starter Story Starter Story Starter Story Tina Huang Tina Huang Tina Huang The Invisible Hand The Invisible Hand Emma Reid Mercado Abierto Mercado Abierto Capital Radio SAfm Market Update with Moneyweb SAfm Market Update with Moneyweb Moneyweb Radio Valuetainment Valuetainment Valuetainment Solo Founders Solo Founders Solo Founders Shared Lunch Shared Lunch Sharesies Bob Proctor: The Science of Success Bob Proctor: The Science of Success Bob Proctor The Energy Forum The Energy Forum Rice University’s Baker Institute for Public Policy RoofersCoffeeShop RoofersCoffeeShop RoofersCoffeeShop The DeFi Report The DeFi Report Michael Nadeau Real Estate News Today | 2 Min News | The Daily News Now! Real Estate News Today | 2 Min News | The Daily News Now! The Daily News Now! Bloomberg Intelligence Bloomberg Intelligence Bloomberg Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Trading Nut | Trader Interviews - Forex, Futures, Stocks (Robots & More) Trading Nut | Trader Interviews - Forex, Futures, Stocks (Robots & More) Cam Hawkins Good News York by Growth Mode Content Good News York by Growth Mode Content Growth Mode Content MGMA Podcasts MGMA Podcasts MGMA Playlist News : les meilleurs podcasts d'actualité Playlist News : les meilleurs podcasts d'actualité Acast France Wenbin Fang's Podcast Playlist Wenbin Fang's Podcast Playlist Wenbin Fang / Listen Notes ITM Trading Podcast ITM Trading Podcast The Daniela Cambone Show and Taylor Made Economics America’s Frontlines America’s Frontlines Tom Sheffield ShadowTalk: Powered by ReliaQuest ShadowTalk: Powered by ReliaQuest ReliaQuest Daily Creative with Todd Henry Daily Creative with Todd Henry Todd Henry FEAR & GREED | Business News FEAR & GREED | Business News Fear and Greed Web Design Business with Josh Hall Web Design Business with Josh Hall Josh Hall Fast Five by Fear and Greed Fast Five by Fear and Greed Fear and Greed Safety Chats Podcast Safety Chats Podcast Todd Thomas and Anne Marie Sollazzo The Nonprofit Show The Nonprofit Show American Nonprofit Academy Behavioral Science For Brands: Leveraging behavioral science in brand marketing. Behavioral Science For Brands: Leveraging behavioral science in brand marketing. Consumer Behavior Lab Designing Success Designing Success Rhiannon Lee (IN)vision Podcast (IN)vision Podcast (IN)Vision Stylist Soul Tribe Conversations Stylist Soul Tribe Conversations Lisa Huff Crypto Flip Crypto Flip Haris King, Ricardo Mighty, Deji Abodunrin The Ground Game Podcast The Ground Game Podcast Justin Piche and Clay Hepler
The DeFi Report

Business

The DeFi Report

Michael Nadeau

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...

Uncertainty Bubble? Tariffs, AI Tail Risks, & a BTC Market Structure Update

February 25, 2026 1:18pm 35 min

Mike and Ryan unpack why “uncertainty” is starting to feel structural across markets: the Supreme Court tariff ruling, Trump’s workaround playbook, and what it all means for capital flows and bonds. Then they dig into th...

What is the bond market telling us?

February 18, 2026 1:08pm 37 min

Mike and Ryan break down the bond market signals that are starting to flash risk off: a standout 30 year Treasury auction, falling real yields, and a 2 year yield below the Fed funds rate. They map today’s narrowing stoc...

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