All Episodes
Displaying 1 - 18 of 18 in total
Still Patient? Why This Bitcoin Rally May Be on Borrowed Time
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 disconne...
Why This Rally May Be Too Early
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 h...
The Bottom Is Not In! Why We Get 4-Year Cycles
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...
Ceasefire 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 liqu...
BTC Cycle Low? & Views on macro, altcoins, & crypto equities
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 pri...
Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown
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,"...
Saylor is Back: How does this impact market structure?
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 rall...
Bitcoin Network Health Check: Assessing Thesis & New Risks
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...
Deploy now or wait for Deep Value? (March 2026 Cycle Update)
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 av...
Uncertainty Bubble? Tariffs, AI Tail Risks, & a BTC Market Structure Update
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 mea...
What is the bond market telling us?
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 belo...
Where do we go from here?
In this episode of The DeFi Report, Mike and Ryan break down Bitcoin’s sharp drop below $65K fair value and whether last week’s capitulation was the long-awaited fat p...
What does the new Fed Chair mean for Crypto?
In this episode of The DeFi Report, Mike and Ryan break down what Trump’s pick for Fed Chair, Kevin Warsh, could mean for crypto, and why a real regime shift might be ...
Why is Bitcoin Underperforming Gold?
In this episode of The DeFi Report, Mike and Ryan break down why Bitcoin is underperforming gold, what the BTC/Gold ratio is signaling about the next bottom, and why t...
Constructing a Portfolio
In this episode of The DeFi Report, Mike and Ryan lay out Mike’s full portfolio construction framework for a crypto bear market. We walk through how he sizes Bitcoin a...
Next Stop $100k?
Bitcoin is pushing toward $100K, but is the move real or just a positioning unwind? Mike and Ryan break down the CPI surprise, real rates and breakevens, why global li...
Our Outlook for 2026
📣THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----Today on The...
Was the Fed Rate Cut a False Signal for Crypto?
The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is...
