Michael Nadeau from The DeFi Report joins Ryan to debate whether crypto’s bull run is truly over or just hitting the reset button. He reveals why he went 70% cash ahead of the recent flash crash and walks us through the on-chain signals he’s watching—Bitcoin’s 50-week moving average, Ethereum’s $8–10K scenarios, slowing ETF flows and rising leverage—and what would flip him back to risk-on mode.
They also unpack why this cycle feels so muted, the key indicators that would confirm a top, and how global liquidity (plus a dash of AI hype) could still spark one last melt-up. Michael wraps up with his playbook for positioning into year-end.
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