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Why This Crypto Cycle is Over | Michael Nadeau's DeFi Report #7
Is the crypto cycle already over, or is this just a reset before one last push? Michael Nadeau from The DeFi Report joins Ryan to break down why he went 70% cash ahead of the flash crash, what late-cycle data he’s watching, and the signals that would flip him back risk on. We dig into Bitcoin’s 50-week moving average, ETH’s $8–10K scenarios, slowing ETF flows, rising leverage, and whether global liquidity and AI could still drive a melt-up. Michael explains why this cycle has felt muted, what would confirm a top, and how he’s positioning into year-end.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
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📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPAN
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
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TIMESTAMPS & RESOURCES
0:00 Intro
0:48 Crypto Cycle: Is It Over? Mike's Risk-Off Strategy
https://thedefireport.io/research/portfolio-update
2:15 Flash Crash Insights
3:14 Crypto Investor Profiles
https://thedefireport.io/
5:40 Understanding Market Cycles https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
7:34 Late Cycle Analysis https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
12:41 Shifting to Risk Off
https://thedefireport.io/research/portfolio-update
18:54 On-Chain Data Insights https://thedefireport.io/research/where-might-eth-top#scenario-analysis-for-eth
21:47 Stages of the Cycle
Published on 1 week, 4 days ago