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.