The Milk Road Show

Is It Time to Sell All Your Ethereum? w/ Michael Nadeau

7 snips
Jan 29, 2025
Guest
Michael Nadeau
Michael Nadeau, founder of The DeFi Report, dives deep into the future of Ethereum and the cryptocurrency landscape. He discusses how political shifts impact crypto values, especially under the Trump administration, and analyzes competitive pressures from Solana. Nadeau also highlights Ethereum's strong fundamentals while suggesting strategic cash rebalancing and shares insights on the rise of Layer 2 solutions. The conversation touches on recent trends in AI investments and modular blockchains, examining how they might reshape the DeFi ecosystem.
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INSIGHT

Trump's Impact on Crypto

  • Michael Nadeau assesses the direct and indirect impacts of the Trump administration on the crypto market.
  • He believes the direct impacts, like new SEC regulations, are priced in, but the strategic Bitcoin reserve could push markets higher.
INSIGHT

Macroeconomic Outlook

  • Nadeau observes a potential liquidity trap due to deflation in China, the Fed's quantitative tightening, and high interest rates.
  • However, he remains bullish long-term, predicting a lower dollar and more rate cuts in 2025 due to Trump's policies.
ADVICE

Rebalance and Prepare

  • Rebalance cash positions, especially if invested since the market lows.
  • Prepare for a potential correction, as Bitcoin has only seen a 130% correction this cycle.
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