Is it time to dump all your Ethereum? Today on The Milk Road Show, Michael Nadeau, founder of The DeFi Report, joins us to break down his Ethereum analysis. From the Trump administration's impact on crypto to the rise of Solana and the explosion of L2s, we cover it all. Why Michael believes Ethereum's fundamentals are strong, yet he's still rebalancing his cash.
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📚 Helpful Resources 📚
Is ETH/BTC finally capitulating?
https://thedefireport.io/research/eth-btc-capitulating
Which memecoin has the most convicted holders?
https://thedefireport.io/research/which-memecoins-have-conviction
PRO | Could Celestia be the next $ETH killer?
https://themilkroad.beehiiv.com/p/could-celestia-be-the-next-eth-killer
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📺 Recommended Watching 📺
Bitwise CIO Predicts Major Demand Coming from Countries and Institutions
https://youtu.be/hPMR6mnjhkg
Bloomberg Analyst Crypto Predictions for Trump's Regulation & ETFs in 2025
https://youtu.be/JKn1ct6QDyc
What’s Driving Markets? AI, Trump’s Crypto Plan and the FED w/ Lark Davis
https://youtu.be/EmpVTUSz1e0
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🎙 GUEST INFO 🎙
Michael Nadeau's X: https://x.com/JustDeauIt
The DeFi Report's Website: https://thedefireport.io/
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⏱ TIME POINTS ⏱
00:00 - Intro
01:33 - Odos
02:13 - Market's current situation
08:32 - The macro uncertainty
11:14 - Michael's take on how 2025 will play
14:02 - Should you sell your ETH right now?
28:46 - Risk/reward comparison between ETH, BTC and SOL
30:51 - Is the Ethereum to Solana rotation over?
34:50 - What is Venice?
40:42 - Michael's playbook for memecoins
44:08 - Michael's take on Celestia
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.
