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The DeFi Report

The DeFi Report

Michael Nadeau

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.
13 - Bitcoin Network Health Check: Assessing Thesis & New Risks
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Episodios

13-

Bitcoin Network Health Check: Assessing Thesis & New Risks

mié., 11 mar. 2026
12-

Deploy now or wait for Deep Value? (March 2026 Cycle Update)

mié., 04 mar. 2026
11-

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

mié., 25 feb. 2026
10-

What is the bond market telling us?

mié., 18 feb. 2026
9-

Where do we go from here?

mié., 11 feb. 2026