The Milk Road Show Why Ethereum Is About to Take Over This Bull Run w/ Michael Nadeau
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Jul 11, 2025 
In this discussion, Michael Nadeau, founder of The DeFi Report and a macro expert in crypto, tackles the rising significance of Ethereum amid changing market dynamics. He highlights the bullish potential of ETH, driven by ETF interest and a shift in investor sentiment from Bitcoin. Michael analyzes how macroeconomic factors and hard assets shape today’s landscape, emphasizing the importance of decentralization and staking. With an eye on institutional interest and market indicators, he offers a compelling vision for Ethereum's future amidst increasing demand.
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Fiscal Dominance Boosts Crypto
- The macro environment in 2025 is shifting to fiscal dominance with loose monetary policy.
- Governments aim to grow the economy hot and inflate away debt, which is bullish for crypto assets like ETH and Bitcoin.
ETH/BTC Ratio May Bottom
- The ETH/BTC ratio may have bottomed after years of decline, signaling a potential rotation into ETH.
- Ethereum typically outperforms when rates drop and liquidity conditions improve, justifying some capital rotation into ETH.
ETH Sentiment and Support Rising
- Ethereum's sentiment and organization have significantly improved after years of underperformance.
- ETH treasury companies and prominent advocates like Tom Lee provide crucial market support and education for ETH.