Michael Nadeau | The DeFi Report(@JustDeauIt):I've had a nice run of late, being on the "right side of the market." However, over the last month, the market has moved away from where I thought the probabilities were pointing. The question now is whether I'm "temporarily offside" or not. (to be clear, I'm long, just not fully deployed) --- This week we shared what's different about this rally, what looks the same, + details on the current market structure across cost basis holdings, spot markets, and the derivatives markets 👇

Michael Nadeau | The DeFi Report

@JustDeauIt

Founder @ The DeFi Report | Research, Market Insights, and Onchain Data:

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Michael Nadeau | The DeFi Report@JustDeauIt

2026.05.06 19:08

I've had a nice run of late, being on the "right side of the market." However, over the last month, the market has moved away from where I thought the probabilities were pointing. The question now is whether I'm "temporarily offside" or not. (to be clear, I'm long, just not fully deployed) --- This week we shared what's different about this rally, what looks the same, + details on the current market structure across cost basis holdings, spot markets, and the derivatives markets 👇