The DeFi Report
Hosted by Michael Nadeau
A data-driven weekly analysis of crypto market cycles and on-chain metrics, presented as a dialogue between financial analysts.
This is a weekly co-hosted show where analyst Michael Nadeau presents his data-heavy thesis from his newsletter, 'The DeFi Report.' He and his co-hosts, Ryan Sean Adams and David Hoffman from Bankless, debate on-chain metrics, market cycle timing, and portfolio moves. The conversation is heavily focused on Bitcoin, using shared-screen chart analysis to explore whether the market has bottomed or entered a 'buy zone.'
“Unlike many crypto commentary shows, this podcast is a direct audio companion to a specific, data-intensive research report. The format involves a peer review-style discussion where the hosts systematically break down charts and metrics on screen to validate or challenge a market thesis.”
Who hosts this show
The DeFi Report podcast is the audio companion to the newsletter of the same name, written by Michael Nadeau. Each week, Nadeau is joined by co-hosts Ryan Sean Adams or David Hoffman of Bankless to dissect the crypto markets. Nadeau's background is in finance, accounting, and commercial real estate, including at the MIT Investment Management Company, before he moved into the web3 space. The show focuses on data, research, and analytical frameworks to inform portfolio decisions.
Credentials & credits
- Founder, The DeFi Report
- Former Director of Ecosystem Strategy, Inveniam
- Former Finance/Accounting, MIT Investment Management Company
- Former Finance/Accounting, Boston Properties
- Guest Lecturer, UConn Business School
- Guest Writer, Coindesk
Other ventures
- The DeFi Report (newsletter)
What kind of podcast
- Country
- United States
- Region
- usa
When new episodes drop
- 01The Real Reason Bitcoin Moves in 4-Year CyclesJun 24, 2026 · 47 min
- 02Bitcoin’s Bottom Case Has One Big ProblemJun 17, 2026 · 45 min
- 03Bitcoin’s Best Entry in Years?Jun 10, 2026 · 53 min
- 04Bitcoin’s Bear Market Has a New ProblemJun 3, 2026 · 37 min
- 05Bitcoin’s Bear Market Isn’t Done YetMay 27, 2026 · 43 min
- 06Bitcoin’s Bottom Case Has One Big ProblemMay 20, 2026 · 38 min
- 07Bitcoin Has 3 Levels to Prove ItselfMay 13, 2026 · 34 min
- 08Bitcoin’s Rally Is Starting To Look Familiar…Here’s WhyMay 6, 2026 · 35 min
Notable episodes
- 01The Real Reason Bitcoin Moves in 4-Year Cycles
Explains the show's core thesis that market cycles are fundamentally driven by leverage and credit, not arbitrary narratives or halving events alone.
- 02Bitcoin’s Bear Market Has a New Problem
Highlights an unusual market divergence where certain altcoins showed strength while Bitcoin was weak, suggesting a maturation into a 'stock picker's market.'
- 03Bitcoin’s Best Entry in Years?
A characteristic episode where the hosts debate if Bitcoin has entered a 'buy zone' by analyzing on-chain data, seller exhaustion, and macro risks.
What you'll be asked on this show
This is a co-hosted analytical show, not a guest interview format. Each episode features Michael Nadeau presenting the thesis from his weekly newsletter, 'The DeFi Report.' His co-host, either Ryan Sean Adams or David Hoffman, acts as a guide and sparring partner, probing the data, questioning assumptions, and structuring the conversation around the on-screen charts. The dynamic is that of a peer review and explication of a pre-written research report.
This is a co-hosted analytical show, not an interview format. Michael Nadeau presents findings from his newsletter, while a co-host (Ryan Sean Adams or David Hoffman) questions and structures the discussion around his charts. The conversation is dense with on-chain metrics (MVRV, Realized Cap) and relies heavily on screen-sharing, making the video version essential for many viewers.
Signature segments
- · The Report
- · Don't fade the cycle
Topics covered repeatedly
Who gets booked here
The show does not feature external guests. The format is a recurring analytical discussion between Michael Nadeau and his co-hosts from Bankless.
Where to find this show
Audience & reach
The show is consistently sponsored by Galaxy, a major institutional digital finance firm. This aligns with the podcast's focus on data-driven, institutional-grade analysis and appeals to a sophisticated investor audience.
Subscriber and view counts are pulled live from YouTube and re-verified on a 30-day cycle. Listener estimates for the RSS feed aren't published here unless they're host-verified.
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People also ask
- What is the format of The DeFi Report podcast?
- It's a weekly co-hosted discussion where Michael Nadeau presents research from his newsletter, and co-hosts Ryan Sean Adams or David Hoffman help analyze and debate the findings.
- Who are the hosts?
- The primary host is Michael Nadeau, founder of The DeFi Report. He is regularly joined by co-hosts Ryan Sean Adams and David Hoffman from Bankless.
- Is this an interview show?
- No, the show does not feature external guests. It is an analytical conversation between the hosts about the crypto markets.
- Where can I find the research and charts they discuss?
- The discussions are based on Michael Nadeau's newsletter, also called 'The DeFi Report,' which is available at thedefireport.io.
- Is the podcast still active?
- Yes, it releases new episodes on a weekly basis.
Built from the show's public RSS feed, YouTube, the host's own websites, and the cited sources below. Computed and AI-extracted fields are labelled. Facts only — no private info, no fabrication, no transcripts republished.
Sources & how this page was built
This page is AI-assisted, grounded in the public sources cited below, and host-verifiable. We publish facts only; we do not republish transcripts. If anything here is wrong, the host can claim and correct the page above.Model: gemini-2.5-pro · high confidence
- [01]The DeFi Report - Official Sitethedefireport.io
- [02]About The DeFi Reportthedefireport.io
- [03]Bankless Websitebankless.com
- [04]Ryan Sean Adams - Co-founder of Banklessblockworksresearch.io
- [05]David Hoffman - Co-founder of Banklessblockworksresearch.io
- [06]The DeFi Report on Substack (Archive)thedefireport.substack.com
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