Show notes
Michael Nadeau is the Founder of The DeFi Report.Is the market bottom in? Michael isn't sure, but he's deploying anyway.In this episode, Michael walks us through his H2 2026 outlook using onchain data and market structure analysis. We cover why classic BTC top indicators never triggered this cycle, and why he's been buying below $65K while still unsure the lows are fully in. We discuss why application layer tokens could be the big winners next bull run, why fast DeFi protocols hold a place in his portfolio, and how to think about getting long the tokenization of all assets.------💎 THIS EPISODE'S SPONSORS🔒 KPK | Best risk-adjusted yield through automated vaults🏦 AXIS | The Origin Vault launches on Ethereum on July 29th🌐 RE | Earn real yield backed by regulated reinsurance programs🟠 APYX | The first dividend-backed stablecoin (DBS)🌏 MANTLE | The world’s premier RWA distribution layer🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚔️ KATANA | Deep liquidity & real yield------⏱️ TIMESTAMPS0:00 - Intro1:50 - From accounting to building The DeFi Report5:20 - The elevator pitch for crypto in 20268:46 - What to expect for crypto in the second half of 2026?13:52 - Is the market bottom in? Why Michael’s buying below $65k BTC19:13 - What’s different this bear market?23:43 - Why classic BTC top indicators never triggered?28:10 - App layer tokens could be big winners next bull run35:50 - What is fast DeFi and why Michael likes PUMP45:00 - Why Michael bought ENA49:30 - How Michael ended up with LIT vs HYPE59:00 - Key themes in Michael’s portfolio1:04:20 - How to get long the tokenization of all assets1:09:09 - What are the best ways to lose money in crypto?1:15:06 - $1M price target for BTC and why it’s a portfolio anchor1:18:40 - Closing------🔗 GUEST LINKS► The DeFi Report (one month free): https://thedefireport.io/friends► The DeFi Report on X: https://x.com/the_defi_report► Michael Nadeau on X: https://x.com/JustDeauIt------🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.
