The DeFi Report on Bankless

BanklessJuly 1, 2026

Strategy is Trapped & in Crisis — "It's Basically a Hedge Fund Now" | Jeff Dorman & Matt Walsh

0:52
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Ryan Sean Adams, David Hoffman
Bankless
July 1, 2026
Host-read (by Ryan Sean Adams, David Hoffman)Tune-inDynamic insertionMedia & Entertainment
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@ 39:26 in ep

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Transcript

Some exciting news. We are launching a new podcast to help people figure out the crypto cycle, how to navigate it. The best crypto cycle investor I know, his name is Michael Nado. He runs the DeFi Report. This is the guy that sent me a sell alert before the 10:10 price drop happened. His cycle analysis has been absolutely on point. I've been following him for years. And this year, we started recording weekly podcast episodes. Each one, we get into his portfolio, what he's holding, the market structure, entry targets, fair market value of Bitcoin and Ether, and where we are in the cycle. There are new episodes released every Wednesday. They're thirty minutes. They're short. They're punchy. I think this crypto cycle is harder to navigate than most, so let's do it together. Go subscribe to this podcast. Search the DeFi Report wherever you get your podcasts — YouTube, Apple, Spotify — or find a link in the show notes. There's a new episode waiting for you now.

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The DeFi Report: A new weekly podcast, 'The DeFi Report,' offering insights into the… · Jun 1–Jul 13, 2026

A new weekly podcast, 'The DeFi Report,' offering insights into the crypto cycle, portfolio holdings, market structure, and asset valuations.

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Episode

Bankless
Strategy is Trapped & in Crisis — "It's Basically a Hedge Fund Now" | Jeff Dorman & Matt Walsh
Hosts: Ryan Sean Adams, David Hoffman
Publisher: Bankless