Are We Headed for an Altseason Melt-up? | Michael Nadeau’s Defi Report #1
Bankless27 Touko 2025

Are We Headed for an Altseason Melt-up? | Michael Nadeau’s Defi Report #1

Is altseason finally here or just getting started? Michael Nadeau of the DeFi Report joins Ryan to break down the data behind a potential crypto rotation. We cover why ETH and select alts may be poised to outperform, how macro conditions are fueling risk-on sentiment, and why fundamentals—like protocol cash flows and MEV—matter more than ever. Michael also shares his current portfolio and reveals what he’s buying right now. If you’re positioning for what’s next, this is your rotation signal. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://thedefireport.io/research/altseason-melt-up https://docs.google.com/presentation/d/1g2H1VaAKHWB5trl1tRHRYc68lIqZ8tWnzcLnkasAVYk/edit?usp=sharing --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🟠HEMI | BTC & ETH, ONE NETWORK https://bankless.cc/hemi --- TIMESTAMPS 0:00 Intro 0:23 Vince McMahon Meme https://x.com/QuintenFrancois/status/1925543793371054122 1:10 DeFi Report #1 & Crypto Fundamentals 7:07 Mike’s Trading Time Horizon 9:13 Alt-Season Melt-up? 15:43 Macro Catalysts 25:57 2021-2022 Cycle vs. Today 29:03 Bitcoin & ETH Moving Average Chart 32:46 Different Types of Trading/TA Fundamentals 36:36 Long-Term Holder Supply Chart 43:09 MVRV Z-Score 48:39 ETH/BTC Ratio & Altcoin Season? 53:02 Mike’s Portfolio 1:00:40 When to Sell 1:02:33 How Durable is Solana’s MEV Infra 1:04:59 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1265)

Can AI Agents Build Real Businesses? | Kelly Claude creator Austen Allred

Can AI Agents Build Real Businesses? | Kelly Claude creator Austen Allred

Austen Allred joins Bankless to unpack Kelly Claude, the AI agent he has given an LLC, bank accounts, a token, and even a human employee. They explore how Kelly finds software opportunities, ships app...

20 Huhti 1h 14min

ROLLUP: Markets at ATHs | Saylor’s STRC Bid | Trump DeFi Scandal | SEC Clears DeFi

ROLLUP: Markets at ATHs | Saylor’s STRC Bid | Trump DeFi Scandal | SEC Clears DeFi

Markets are ripping back to all-time highs, but crypto still isn’t following suit. Ryan and David break down the V-shaped recovery driven by Iran de-escalation, why Bitcoin is still stuck in range...

17 Huhti 1h 3min

Why Hasn't The Dollar Fallen? | Lessons from Currency Historian Barry Eichengreen

Why Hasn't The Dollar Fallen? | Lessons from Currency Historian Barry Eichengreen

Why has the dollar remained dominant despite rising debt, geopolitical strain, and growing challengers? Barry Eichengreen joins Bankless to trace the history of global reserve currencies. From Spanis...

16 Huhti 1h 16min

Up or Down from Here? Bears vs. Bulls

Up or Down from Here? Bears vs. Bulls

Has crypto already bottomed, or is more pain still ahead? Mike and Ryan break down the bull and bear case in full, from Bitcoin fair value and market structure to global liquidity, AI demand, and the ...

14 Huhti 1h

"Fix the Money, Fix the World" — Michael Saylor's Master Plan (plus questions on Quantum and Ethereum)

"Fix the Money, Fix the World" — Michael Saylor's Master Plan (plus questions on Quantum and Ethereum)

Michael Saylor thinks Bitcoin is headed to $21 million, but the real story in this conversation is how he believes it gets there. In his first appearance on Bankless, Saylor breaks down Strategy’s evo...

13 Huhti 1h 38min

ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

Markets are rallying on a fragile Iran ceasefire, but the real risks may be getting closer. David and Haseeb break down Anthropic’s secretive new AI model and why it could expose vulnerabilities a...

10 Huhti 1h 6min

Will The Ethereum Economic Zone (EEZ) Rebuild $ETH Dominance? | Gnosis Martin Koppelman & Friederike Ernst

Will The Ethereum Economic Zone (EEZ) Rebuild $ETH Dominance? | Gnosis Martin Koppelman & Friederike Ernst

Can Ethereum become one economic zone again? Martin Koppelmann and Friederike Ernst from Gnosis explain how real-time proving and the Ethereum Economic Zone could reconnect fragmented rollups, unify...

9 Huhti 58min

The Largest Securities Exchange in the World is Coming Onchain | Michael Blaugrund of NYSE and Carlos Domingo of Securitize

The Largest Securities Exchange in the World is Coming Onchain | Michael Blaugrund of NYSE and Carlos Domingo of Securitize

NYSE and Securitize are laying the rails to bring real, issuer-backed securities onchain.  Michael Blaugrund of NYSE and Carlos Domingo of Securitize break down how blockchain-native equities coul...

7 Huhti 1h 4min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
politiikan-puskaradio
rss-ootsa-kuullut-tasta
ootsa-kuullut-tasta-2
tervo-halme
rss-podme-livebox
rss-pinnalla
rss-asiastudio
rss-vaalirankkurit-podcast
otetaan-yhdet
aihe
the-ulkopolitist
et-sa-noin-voi-sanoo-esittaa
rss-uusi-juttu-mediastartupin-tarina
rss-kaikki-uusiksi
rss-girls-finish-f1rst
rss-ulkopoditiikkaa
rikosmyytit
viisupodi