Podcast Episodes
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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…
2 months, 1 week 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…
2 months, 2 weeks 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 …
2 months, 3 weeks 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…
3 months 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…
3 months, 1 week 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 …
3 months, 2 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…
3 months, 3 weeks ago
Our Outlook for 2026
Episode 1
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3 months, 4 weeks ago
Was the Fed Rate Cut a False Signal for Crypto?
Episode 1
The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain…
4 months, 2 weeks ago