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Bankless & The DeFi Report Are Teaming Up!

New podcast series. New analytics. Long-term investing, the right way.
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May 27, 20252 min read

Since inception almost 6 years ago, David and I have been on a mission to explore and propagate long-term investing in crypto. We love the buy-and-hold side of crypto – the long term investing horizons. Crypto is not a one-month get rich quick scheme, it’s a decades-long asset class poised to grow to the deca-trillions – so why trade narratives when you can buy-and-hold fundamentals?

But what are the fundamentals in crypto?

Answering that question has been the founding mission of The DeFi Report.

What Would Buffet Do? (WWBD?)

Warren Buffet purchased his first equities in 1942, just over a decade after the Black Tuesday that triggered the Great Depression. At that time the theory of “stock fundamentals” was exotic and illegible, everyone knew markets traded on animal spirits and narratives – the idea of valuing a company on discounted cash flows was relegated to niche academics.

Sound familiar?

Buffet went on to become the greatest equity investor of all time by using fundamentals to buy great assets at cheap prices. I believe we’re somewhere in the 1940s when it comes to crypto valuations and Michael Nadeau, the founder of The DeFi Report, is incarnating the spirit of Warren Buffet in crypto.

Fundamentals! Fundamentals! Fundamentals!

We’re investing in The DeFi Report’s mission to bring fundamentals to crypto in a series of collaborations with Bankless. 

Expect to see:

  1. A new Monthly Crypto Fundamentals episode on the Bankless Podcast with Michael and myself discussing his latest research and portfolio moves.
  2. New dashboards and analytics from The DeFi Report incorporated in Bankless articles, episodes, and posts.

What you should do now:

  1. Subscribe to The DeFi Report to get fundamentals analysis in your inbox every week.
  2. Catch Crypto Fundamentals episodes the last Tuesday of every month on the Bankless podcast feed.

This is the frontier. We’re glad you're with us on the bankless journey.

- RSA

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Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.