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How To Value Blockchains + Investment Frameworks w/ Michael Nadeau | #334
Manage episode 417052136 series 3493766
Is there a standard formula we can use to start valuing crypto assets? What metrics even matter? Is it fee revenue, MEV or something else? That is what we discuss in today's episode with Michael Nadeau, founder of DeFi Report.
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pod-pro
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Kyle's Twitter: https://link.milkroad.com/pod-x-kyle
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 Spotify: https://link.milkroad.com/pod-spotify
👉 Apple Podcasts: https://link.milkroad.com/pod-apple-podcast
🎙 GUEST INFO 🎙
Michael Nadeau
Website:https://thedefireport.io/
X: https://twitter.com/JustDeauIt
LinkedIn: https://www.linkedin.com/in/michael-austin-nadeau/
⏱ TIME POINTS ⏱
00:00 - Intro
02:14 - Michael’s background
04:05 - Where are we in this cycle?
11:55 - How to value blockchains
19:24 - Comparing different blockchains
22:25 - Fees
26:08 - MEV
28:39 - Thoughts on L2s
32:31 - Where is the value really going?
35:11 - Final thoughts
469 episodes
Manage episode 417052136 series 3493766
Is there a standard formula we can use to start valuing crypto assets? What metrics even matter? Is it fee revenue, MEV or something else? That is what we discuss in today's episode with Michael Nadeau, founder of DeFi Report.
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pod-pro
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Kyle's Twitter: https://link.milkroad.com/pod-x-kyle
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 Spotify: https://link.milkroad.com/pod-spotify
👉 Apple Podcasts: https://link.milkroad.com/pod-apple-podcast
🎙 GUEST INFO 🎙
Michael Nadeau
Website:https://thedefireport.io/
X: https://twitter.com/JustDeauIt
LinkedIn: https://www.linkedin.com/in/michael-austin-nadeau/
⏱ TIME POINTS ⏱
00:00 - Intro
02:14 - Michael’s background
04:05 - Where are we in this cycle?
11:55 - How to value blockchains
19:24 - Comparing different blockchains
22:25 - Fees
26:08 - MEV
28:39 - Thoughts on L2s
32:31 - Where is the value really going?
35:11 - Final thoughts
469 episodes
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