Show notes
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
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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
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