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Why This Crypto Cycle is Over | Michael Nadeau's DeFi Report #7

 
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Manage episode 514894677 series 2730574
Content provided by Bankless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bankless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Is the crypto cycle already over, or is this just a reset before one last push? Michael Nadeau from The DeFi Report joins Ryan to break down why he went 70% cash ahead of the flash crash, what late-cycle data he’s watching, and the signals that would flip him back risk on. We dig into Bitcoin’s 50-week moving average, ETH’s $8–10K scenarios, slowing ETF flows, rising leverage, and whether global liquidity and AI could still drive a melt-up. Michael explains why this cycle has felt muted, what would confirm a top, and how he’s positioning into year-end.

Michael Nadeau & The DeFi Report:

https://x.com/JustDeauIt

https://thedefireport.io/

------
📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPAN

https://bankless.cc/bit-digital

We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find

------

BANKLESS SPONSOR TOOLS:

🪙FRAXNET | MINT, REDEEM, EARN

https://bankless.cc/fraxnet

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO

https://bankless.cc/KGEN-podcast

💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS & RESOURCES

0:00 Intro
0:48 Crypto Cycle: Is It Over? Mike's Risk-Off Strategy
https://thedefireport.io/research/portfolio-update
2:15 Flash Crash Insights
3:14 Crypto Investor Profiles
https://thedefireport.io/
5:40 Understanding Market Cycles https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
7:34 Late Cycle Analysis https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
12:41 Shifting to Risk Off
https://thedefireport.io/research/portfolio-update
18:54 On-Chain Data Insights https://thedefireport.io/research/where-might-eth-top#scenario-analysis-for-eth
21:47 Stages of the Cycle
https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
26:12 Wealth Distribution Phase
https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
28:15 Realized Profits Comparison https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
32:00 Global Liquidity Discussion
https://x.com/RaoulGMI/status/1977140156386660654 https://x.com/RaoulGMI/status/1977498706510487748
33:52 Gold vs. Bitcoin
https://x.com/merlijntrader/status/1978793051062509966
1:01:52 The Shittiest Bull Market Ever
https://x.com/cryptorbion/status/1979614717707489461
1:08:31 What Would Change Mike's Mind?
https://www.coinglass.com/bull-market-peak-signals
1:17:14 Future of the DeFi Report
https://thedefireport.io/research/portfolio-update
https://thedefireport.io/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

  continue reading

1173 episodes

Artwork
iconShare
 
Manage episode 514894677 series 2730574
Content provided by Bankless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bankless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Is the crypto cycle already over, or is this just a reset before one last push? Michael Nadeau from The DeFi Report joins Ryan to break down why he went 70% cash ahead of the flash crash, what late-cycle data he’s watching, and the signals that would flip him back risk on. We dig into Bitcoin’s 50-week moving average, ETH’s $8–10K scenarios, slowing ETF flows, rising leverage, and whether global liquidity and AI could still drive a melt-up. Michael explains why this cycle has felt muted, what would confirm a top, and how he’s positioning into year-end.

Michael Nadeau & The DeFi Report:

https://x.com/JustDeauIt

https://thedefireport.io/

------
📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPAN

https://bankless.cc/bit-digital

We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find

------

BANKLESS SPONSOR TOOLS:

🪙FRAXNET | MINT, REDEEM, EARN

https://bankless.cc/fraxnet

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO

https://bankless.cc/KGEN-podcast

💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS & RESOURCES

0:00 Intro
0:48 Crypto Cycle: Is It Over? Mike's Risk-Off Strategy
https://thedefireport.io/research/portfolio-update
2:15 Flash Crash Insights
3:14 Crypto Investor Profiles
https://thedefireport.io/
5:40 Understanding Market Cycles https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
7:34 Late Cycle Analysis https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
12:41 Shifting to Risk Off
https://thedefireport.io/research/portfolio-update
18:54 On-Chain Data Insights https://thedefireport.io/research/where-might-eth-top#scenario-analysis-for-eth
21:47 Stages of the Cycle
https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
26:12 Wealth Distribution Phase
https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
28:15 Realized Profits Comparison https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
32:00 Global Liquidity Discussion
https://x.com/RaoulGMI/status/1977140156386660654 https://x.com/RaoulGMI/status/1977498706510487748
33:52 Gold vs. Bitcoin
https://x.com/merlijntrader/status/1978793051062509966
1:01:52 The Shittiest Bull Market Ever
https://x.com/cryptorbion/status/1979614717707489461
1:08:31 What Would Change Mike's Mind?
https://www.coinglass.com/bull-market-peak-signals
1:17:14 Future of the DeFi Report
https://thedefireport.io/research/portfolio-update
https://thedefireport.io/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

  continue reading

1173 episodes

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