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Crypto Markets Forever Stuck? Onchain Data Explained | Michael Nadeau’s Defi Report #2
Crypto prices seem stuck. Is that about to change? Michael Nadeau of the DeFi Report returns to unpack what onchain data says about Bitcoin, ETH, and altcoins. We dive into why the market may be coiling beneath the surface, whether altcoins are due for a “hate rally,” and how valuation metrics reveal surprising accumulation trends. Michael also shares his current portfolio moves, including high-beta bets like Pepe and ENA, and lays out the macro triggers that could spark the next leg up. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://thedefireport.io --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance --- TIMESTAMPS 0:00 Intro 2:19 The HODLer's Fallacy: Rethinking Conviction in a Naturally Extractive Market https://mirror.xyz/sreevanth.eth/6unQ_oX9sQFkvjPi3yehVi6M7Ak2t1V5hzyWYs9yUi4 7:03 BTC Onchain Data & Price Explanation 15:23 Altcoin Season Index 23:24 ETH & Solana Onchain Data 32:30 Beta Assets Bull Case 38:46 Ethena Memo https://thedefireport.io/research/ethena-memo 51:14 Crypto Equities 55:45 Liquity & The Macro Setup 1:00:53 Michael’s Portfolio Today 1:02:31 How to Value an L1 https://thedefireport.io/research/how-do-you-value-an-l1 1:02:53 Quarterly Reports 1:04:40 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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Robinhood Announces Tokenized Stocks! LIVE with CEO Vlad Tenev, Johann Kerbrat, and AJ Warner
In this series of three interviews from Cannes, we host Vlad Tenev, CEO of Robinhood, Johann Kerbrat, GM of Crypto at Robinhood, and AJ Warner from Arbitrum to explore key announcements from their recent Token Summit. They discuss the introduction of tokenized stock options for private companies like SpaceX and OpenAI, aiming to democratize access for retail investors. Vlad highlights Robinhood’s commitment to addressing investment inequities, while Johann shares insights on the technological challenges and their Layer 2 blockchain initiative facilitating 24/7 trading. They also navigate the regulatory landscape with the SEC and CFTC, envisioning a future where private shares become accessible and entrepreneurial capital raising is enhanced. The conversation wraps up with plans to improve user experience for new financial products in Robinhood’s evolving crypto offerings. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance ------ TIMESTAMPS 0:00 Interview with Vlad Tenev 21:00 Interview with Johann Kerbrat 37:30 Interview with AJ Warner ------ RESOURCES Vlad Tenev https://x.com/vladtenev Vlad’s Washington Post Op-Ed https://www.washingtonpost.com/opinions/2025/01/28/investing-crypto-tech-robinhood-stock-market/ Johann Kerbrat https://x.com/johannkerbrat AJ Warner https://x.com/ajwarner90 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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55:48
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55:48
Becoming a Crypto Millionaire with Sam Dogen
Sam Dogen, founder of Financial Samurai and one of the original F.I.R.E. voices, joins Ryan Sean Adams to break down the path to financial independence, whether you're investing in crypto or other asset classes. They unpack 10 milestones to millionaire status, from mindset and momentum to investing, real estate, and entrepreneurship. Sam and Ryan go deep on how to avoid financial landmines, get on the same page with a partner, and define a life where money serves purpose, not the other way around. If you want your net worth to grow without losing your life to the grind, this episode is your roadmap. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance ------ TIMESTAMPS 0:00 Intro 5:56 Millionaire Mindset 9:34 The Probability of Becoming a Millionaire 10:58 Understanding Your Why 12:46 Freedom Through Finance 17:07 Signs You’ve Reached Independence 19:52 How Much Should You Have? 22:20 Saving: Where to Begin 26:48 The 50% Rule 29:21 The Magic of $250.000 32:30 Smart Debt vs Smart Risk 34:44 What Assets Build Wealth? 37:31 Buying Your First Home 43:00 Easy Wins in Property 47:14 Income That Frees You 49:22 Cars That Kill Wealth 52:55 Why Ownership Beats Income 59:56 Location = Opportunity 1:02:38 Design Your Financial Life 1:04:28 Build Wealth as a Team 1:06:43 Redefining Retirement 1:08:41 Lightning Round 1:12:53 Closing ------ RESOURCES Sam Dogen https://x.com/financialsamura/ Financial Samurai https://www.financialsamurai.com/ Millionaire Milestones https://www.amazon.com/Millionaire-Milestones-Simple-Steps-Figures/dp/0593714709 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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1:12:55
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1:12:55
ROLLUP: Bitcoin Dominance Hits 66% | Circle IPO 10x | Robinhood Flips Coin? | Kalshi vs Polymarket
This week, David and guest co-host Tom Schmidt (Dragonfly) unpack a deceptively quiet crypto market with Bitcoin dominance hitting 66% and altcoins eerily still. What meta could flip the trend? They dive into Circle’s explosive 10x IPO, Robinhood’s surprise crypto surge, and why Coinbase is finally catching up. Plus: the Kalshi vs. Polymarket drama, ICOs creeping back, and how meme coins might soon help you get a mortgage. Also: Vitalik’s Layer 1 pivot, prediction markets heating up, and signs of a new retail cycle forming. Tom Schmidt & Chopping Block https://x.com/tomhschmidt https://x.com/_choppingblock https://x.com/dragonfly_xyz ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance ------ TIMESTAMPS & RESOURCES 0:00 Intro 0:46 Tom’s crypto vibe check 1:50 Markets 26:53 Kalshi Series C https://x.com/tomhschmidt/status/1937957381197185165 https://www.wsj.com/finance/prediction-market-kalshi-hits-2-billion-valuation-in-new-funding-round-2d0c8b4c https://x.com/tomhschmidt/status/1937957381197185165 https://x.com/hosseeb/status/1938065110351716707 36:50 US regulator orders Fannie Mae, Freddie Mac to consider crypto for mortgages https://x.com/pulte/status/1937944964656152800 https://x.com/crypto_bobby/status/1937951968619639046 43:44 Ethereum https://x.com/TrustlessState/status/1936037598805590364 49:04 What Tom’s excited about 53:01 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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53:34
The Stablecoin King | Tether CEO Paolo Ardoino on GENIUS Act, Circle IPO, Bitcoin & Tether to Trillions
Tether CEO Paolo Ardoino returns to Bankless at a historic moment for stablecoins. With the Genius Act advancing in the U.S. Congress, Paolo discusses what regulatory clarity means for Tether, the future of USDT, and the company’s plans to launch a domestic stablecoin. We explore the Circle IPO hype, Tether’s eye-popping profits, its growing presence in the U.S. Treasuries and Bitcoin mining, and how grassroots distribution across emerging markets powers its dominance. Paolo also gives a glimpse into Tether’s ambitions in AI, tokenized gold, and the battle to distribute the dollar where banks can’t reach. ------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode https://www.bankless.com/podcast/debrief-the-stablecoin-king-tether-ceo-paolo-ardoino ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance ------ TIMESTAMPS 0:00 Intro 5:32 GENIUS Act 12:54 Tether & The US 22:13 Domestic Competition 26:23 Circle IPO 23:36 Handling Pressure 28:32 Stablecoin Valuations 31:38 Winning the Next Chapter 36:52 USDT in Emerging Markets 41:58 Tether & Crypto Correlation 45:52 Tether Ventures 53:25 Tether Wallet? 56:44 Tether & Bitcoin 1:00:15 Other Assets 1:01:07 Bitcoin Mining 1:04:58 Tokenized Gold 1:09:01 GENIUS Act Consequences 1:12:27 Europe 1:14:49 Why Tether is Good 1:17:50 Closing & Disclaimers ------ RESOURCES Paolo Ardoino https://x.com/paoloardoino USDT Insights https://usdt.network/ Tether https://tether.io/ ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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1:16:08
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1:16:08