The DeFi Report Podcast | Was the Fed Rate Cut a False Signal for Crypto?

Ryan introduces a new weekly podcast format with Michael Nadeau from the DeFi Report, aiming to explore Michael's crypto investment strategies and portfolio. The first episode analyzes the Fed's recent rate cut and treasury bill purchases to determine if it signals a buying opportunity in crypto. Michael shares his risk-off stance, with 80% cash and 20% crypto, and explains why the Fed's actions aren't yet a trigger for a risk-on approach, emphasizing the importance of long-end yields and duration. They discuss the broader economic implications, including global trade and potential dollar devaluation, and examine on-chain Bitcoin data to forecast future market movements, highlighting key price levels and the behavior of long-term holders. Michael also shares his watch list of assets for potential future investment, inviting listeners to follow his research on TheDeFiReport.io.