Podcast Episodes
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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…
6 months, 4 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…
7 months 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 …
7 months, 1 week 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…
7 months, 2 weeks ago
Our Outlook for 2026
Episode 1
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7 months, 3 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…
8 months, 2 weeks ago