PERSON DIRECTORY
DeFi Dad
Host of The Edge Podcast. DeFi Dad appears in 30 indexed conversations across The Edge Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio
Farrell sees crypto’s bear market in the “seventh-inning stretch,” as tighter real two-year yields and AI-capex earnings reduce the need for Bitcoin as an excess-liquidity sponge.His constructive one-year view favors the majors and ETH as a clean macro trade, while RWA tokenization could reduce DeFi cyclicality; CLARITY Act passage remains above a coin flip but exposed to ethics provisions and future rollback.
Is The Market Bottom In? The DeFi Report's Michael Nadeau on H2 2026 and Where He's Deploying
Nadeau is buying Bitcoin below $65K while holding 25% cash, implying a 25% chance of a lower low.He says incomplete coin rotation and a hidden credit blowup matter more than 30 CoinGlass indicators that missed October 2025, while favoring fast DeFi apps with buybacks over L1s.Pump and Ethena offer catalysts, but reflexivity and Hyperliquid’s 50% declines in revenue, open interest and volume remain risks.