Michael Nadeau

Michael Nadeau is the founder of The DeFi Report, a research service built around bringing fundamentals-based analysis to crypto markets, and a recurring Bankless contributor. Since 2025 he has co-hosted a regular series with Ryan Sean Adams, first monthly and then weekly, walking through his own portfolio decisions, onchain data, and cycle frameworks. He drew wide attention for shifting his portfolio to risk-off shortly before the October 2025 flash crash.

25 talks by Michael Nadeau

• Michael Nadeau of The DeFi Report on the early bull market case
• How Long Will the AI Boom Continue? The #1 Question for Crypto Investors
• Bulls versus bears: Bitcoin's next move with Michael Nadeau
• Up or Down from Here? Bears vs. Bulls
• Why ETH Might Be Near a Major Turning Point
• New Fed Chair, Gold, Silver & Crypto Tank! Where Will Markets Go From Here?
• Is this Bitcoin rally real? Michael Nadeau on liquidity and ETF flows
• How He Knew The Cycle Was Over
• Michael Nadeau's bear thesis for Bitcoin
• What's Happening to Crypto Markets? The Onchain Data That Explains Everything
• Why Q4 Could Surprise Every Crypto Investor
• Rate cuts are here: is crypto about to explode? with Michael Nadeau
• Hyperliquid: The Fastest Growing Exchange in Crypto?
• Will Crypto Peak in 2025… or Run Into 2026? Onchain Data Signals
• Buy ETH Treasuries? Early Stage Greed Cycle, DeFi Summer 2, & the Wall Street ETH Bid
• 10 Bullish ETH Charts
• The case for Ethereum in the current bull run
• What the Onchain Data Says About Crypto's Next Move
• The Altseason Rotation Has Begun! Here's The Data Behind the Next Rotation
• Is Base capturing Ethereum's value?
• Is the crypto bull market over? Michael Nadeau's bear case
• Should you sell your ETH? Fundamentals, L2s and Solana
• Is Solana undervalued compared with Ethereum?
• SOL vs ETH: How Undervalued is SOL Really?