Michael Nadeau | The DeFi Report(@JustDeauIt):Back with @RyanSAdams this week to break down the latest capitulation and share a "cycle awareness" update across important KPIs and key market-structure data. We also share our views on ongoing risks related to Strategy, the "AI trade," Macro, etc. Finally, we discuss portfolio management and some of the approaches we're taking in the TDR Pro portfolio. If you'd like to gain access to those moves, you can sign up and get one month free via the link below 👇

Michael Nadeau | The DeFi Report

@JustDeauIt

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Michael Nadeau | The DeFi Report@JustDeauIt

2026.06.10 19:11

Back with @RyanSAdams this week to break down the latest capitulation and share a "cycle awareness" update across important KPIs and key market-structure data. We also share our views on ongoing risks related to Strategy, the "AI trade," Macro, etc. Finally, we discuss portfolio management and some of the approaches we're taking in the TDR Pro portfolio. If you'd like to gain access to those moves, you can sign up and get one month free via the link below 👇