Podcast Episodes
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Saylor is Back: How does this impact market structure?
Episode 11
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 20…
6 hours ago
Bitcoin Network Health Check: Assessing Thesis & New Risks
Episode 10
Mike and Ryan re-underwrite the Bitcoin thesis with a full network health check: hash rate, miner incentives, active addresses, ETF adoption, treasur…
1 week ago
Deploy now or wait for Deep Value? (March 2026 Cycle Update)
Episode 9
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 …
2 weeks ago
Uncertainty Bubble? Tariffs, AI Tail Risks, & a BTC Market Structure Update
Episode 8
Mike and Ryan unpack why “uncertainty” is starting to feel structural across markets: the Supreme Court tariff ruling, Trump’s workaround playbook, a…
3 weeks ago
What is the bond market telling us?
Episode 7
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…
1 month ago
Where do we go from here?
Episode 6
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 …
1 month, 1 week ago
What does the new Fed Chair mean for Crypto?
Episode 5
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 regi…
1 month, 2 weeks ago
Why is Bitcoin Underperforming Gold?
Episode 4
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…
1 month, 2 weeks ago
Constructing a Portfolio
Episode 3
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 …
1 month, 3 weeks ago
Next Stop $100k?
Episode 2
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 breakev…
2 months ago