Are We Headed for an Altseason Melt-up? | Michael Nadeau’s Defi Report #1

Is altseason finally here or just getting started? Michael Nadeau of the DeFi Report joins Ryan to break down the data behind a potential crypto rotation. We cover why ETH and select alts may be poised to outperform, how macro conditions are fueling risk-on sentiment, and why fundamentals—like protocol cash flows and MEV—matter more than ever. Michael also shares his current portfolio and reveals what he’s buying right now. If you’re positioning for what’s next, this is your rotation signal. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://thedefireport.io/research/altseason-melt-up https://docs.google.com/presentation/d/1g2H1VaAKHWB5trl1tRHRYc68lIqZ8tWnzcLnkasAVYk/edit?usp=sharing --- 📣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 🟠HEMI | BTC & ETH, ONE NETWORK https://bankless.cc/hemi --- TIMESTAMPS 0:00 Intro 0:23 Vince McMahon Meme https://x.com/QuintenFrancois/status/1925543793371054122 1:10 DeFi Report #1 & Crypto Fundamentals 7:07 Mike’s Trading Time Horizon 9:13 Alt-Season Melt-up? 15:43 Macro Catalysts 25:57 2021-2022 Cycle vs. Today 29:03 Bitcoin & ETH Moving Average Chart 32:46 Different Types of Trading/TA Fundamentals 36:36 Long-Term Holder Supply Chart 43:09 MVRV Z-Score 48:39 ETH/BTC Ratio & Altcoin Season? 53:02 Mike’s Portfolio 1:00:40 When to Sell 1:02:33 How Durable is Solana’s MEV Infra 1:04:59 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures