Artwork

Content provided by Token Terminal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Token Terminal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

The Ethereum Investment Framework: History, tech, economics, ETH price targets, and more!

45:41
 
Share
 

Manage episode 382582393 series 3446684
Content provided by Token Terminal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Token Terminal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode of the Fundamentals podcast, we welcome back Michael Nadeau, who runs the DeFi Report, to deepen our understanding of valuing blockchain networks. Michael has been working on deep-diving into this topic for several years and has recently published the 'Ethereum Investment Framework'. He discusses why he was inspired to create the framework, provides a high-level view of its contents, major components, and explains his approach to valuing Ethereum. In addition, this episode explores the various challenges and key learning points encountered while creating the framework, with multiple analogies and perspectives for understanding this new asset class. The conversation wraps up with Michael sharing his future plans for creating similar frameworks for other crypto assets. Download the Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Michael: Linkedin: https://www.linkedin.com/in/michael-austin-nadeau X (Twitter): https://twitter.com/JustDeauIt The DeFi report: https://thedefireport.io/#newsletter Ethereum’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/ethereum Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 02:02 Intro to the Ethereum Investment Framework 02:56 The inspiration behind the Ethereum Investment Framework 05:09 The main components of the investment framework 07:47 The evolution of the internet and Ethereum's place in it 11:30 How the Ethereum Investment Framework compares to other models in the industry? 13:45 The role of data in the investment framework 16:24 The influence of economic and financial theories on the framework 19:38 How to best utilize the Ethereum Investment Framework 22:01 Approaches to valuing Ethereum 28:25 Biggest learnings from the process of creating this framework 34:21 Future plans for other cryptoasset frameworks 38:36 The future of Ethereum and the investment landscape 42:00 Conclusion and final thoughts … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Ethereum #ETH #TokenTerminal #DeFiReport

  continue reading

104 episodes

Artwork
iconShare
 
Manage episode 382582393 series 3446684
Content provided by Token Terminal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Token Terminal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode of the Fundamentals podcast, we welcome back Michael Nadeau, who runs the DeFi Report, to deepen our understanding of valuing blockchain networks. Michael has been working on deep-diving into this topic for several years and has recently published the 'Ethereum Investment Framework'. He discusses why he was inspired to create the framework, provides a high-level view of its contents, major components, and explains his approach to valuing Ethereum. In addition, this episode explores the various challenges and key learning points encountered while creating the framework, with multiple analogies and perspectives for understanding this new asset class. The conversation wraps up with Michael sharing his future plans for creating similar frameworks for other crypto assets. Download the Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Michael: Linkedin: https://www.linkedin.com/in/michael-austin-nadeau X (Twitter): https://twitter.com/JustDeauIt The DeFi report: https://thedefireport.io/#newsletter Ethereum’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/ethereum Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 02:02 Intro to the Ethereum Investment Framework 02:56 The inspiration behind the Ethereum Investment Framework 05:09 The main components of the investment framework 07:47 The evolution of the internet and Ethereum's place in it 11:30 How the Ethereum Investment Framework compares to other models in the industry? 13:45 The role of data in the investment framework 16:24 The influence of economic and financial theories on the framework 19:38 How to best utilize the Ethereum Investment Framework 22:01 Approaches to valuing Ethereum 28:25 Biggest learnings from the process of creating this framework 34:21 Future plans for other cryptoasset frameworks 38:36 The future of Ethereum and the investment landscape 42:00 Conclusion and final thoughts … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Ethereum #ETH #TokenTerminal #DeFiReport

  continue reading

104 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide