The Signal

On Episode 6 of The Signal, Michael and Oskari are joined by a special guest, Daniel Batten, an expert in ClimateTech and ESG investing. Together, we dive deep into the intersection of Bitcoin, energy, and the environment. We discuss how Bitcoin can accelerate renewable energy adoption, mitigate methane emissions, and potentially become the world's first carbon-negative network. Daniel shares his insightful research, debunks common myths about Bitcoin's environmental impact, and explores the unique economic incentives that make Bitcoin mining beneficial for renewable energy projects. We also touch on the potential for nation-states and major energy producers to get involved in Bitcoin mining.  Links: 1. https://www.batcoinz.com/ 2. https://x.com/DSBatten 3. ch4capital.com 4. https://x.com/dsbatten/status/1776555625318650205?s=46 5. https://x.com/dsbatten/status/1671336675497349121?s=46 Timestamps: 00:00 Introduction 01:30 Daniel Batten's Journey into ESG Investing and Bitcoin 03:06 The Potential of Bitcoin Mining to Mitigate Methane Emissions 06:43 Debunking Myths: The Environmental Impact of Bitcoin Mining 18:20 A Deep Dive into Bitcoin's Energy Consumption and Sustainability 30:30 Addressing Bitcoin FUD with Facts and Patience 34:29 Bitcoin's Unique Journey and Global Impact 39:12 Debunking Myths: Bitcoin and Renewable Energy 43:21 The Growing Recognition of Bitcoin's Environmental Benefits 48:08 Future Prospects: Bitcoin's Role in Energy and Climate Solutions 58:30 Envisioning Bitcoin's Expansion and Environmental Impact 01:02:27 Advice for Climate Tech Investors Considering Bitcoin We hope you enjoy the episode! --- Subscribe to The DeFi Report Newsletter: ⁠ https://thedefireport.io/subscribe⁠ Download a copy of The Ethereum Investment Framework: https://thedefireport.io/ethereum-inv... Subscribe on YouTube: ⁠https://bit.ly/3SeyyA8⁠ Subscribe on Spotify:  ⁠https://podcasters.spotify.com/pod/sh... Subscribe on Apple Podcasts:  ⁠https://podcasts.apple.com/us/podcast... Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Oskari: https://www.linkedin.com/in/oskaritempakka/ ---- The views expressed by the co-hosts or any guests are their personal views and should not be relied upon as financial, technical, tax, legal, or any other type of advice.  The creators of this content, or members, affiliates, or stakeholders of The DeFi Report, may be participating in or have invested in the protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol.  Listeners are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol.

Explore Coinbase's journey from a Bitcoin exchange to a web3 powerhouse, covering staking, stablecoins, prime brokerage, and strategic partnerships. Delve into regulatory challenges, competitive landscape, and revenue streams. Unpack Coinbase's financials, ecosystem growth, and potential in the onchain economy.

In this podcast, they dive deep into stablecoins, discussing Circle's journey from Bitcoin wallet to stablecoin powerhouse, analyzing USDC adoption, exploring the competitive landscape, anticipating Circle's IPO, and looking at the broader implications on the crypto ecosystem and global economy.

In episode 3 of The Signal, Michael and Oskari take a deep dive into the onchain data landscape. They discuss various metrics and data points crucial for analyzing market cycles, comparing blockchain and dApps, and assessing the health and growth of crypto. They cover tools and platforms for accessing and interpreting onchain data, such as Token Terminal, Glassnode, Dune, and others.  ----- Timestamps and topics covered: 00:00 Intro 01:04 Market updates & ETF flows 10:09 Exploring web3 data, its impact, and differences to web2 data 12:52 Deep dive into onchain data: Understanding the basics 25:45 The landscape of web3 data providers 35:34 Standardizing metrics for blockchains & dApps 39:59 Onchain data as a competitive edge  46:21 Institutional interest in crypto 46:32 Onchain data's impact on equity analysis and traditional finance 53:54 Overview of Mike's favorite metrics and charts (ALPHA) 01:09:11 Preview of next week's episode on Circle We hope you enjoy the episode! --- Subscribe to The DeFi Report Newsletter: https://thedefireport.io/subscribe⁠ Download a copy of The Ethereum Investment Framework: https://thedefireport.io/ethereum-inv... Subscribe on YouTube: ⁠https://bit.ly/3SeyyA8⁠ Subscribe on Spotify: ⁠https://podcasters.spotify.com/pod/sh... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Oskari: https://www.linkedin.com/in/oskaritempakka/

In this episode, they cover topics such as Solana's liquid staking market, comparison with Ethereum, market update on Bitcoin halving and ETF flows, case study on Marinade Finance, future projections, comparison of Marinade vs. Gito, potential of Sanctum in liquid staking, and the future of money and liquidity in DeFi.

In episode 1 of The Signal, Michael and Oskari share Ethereum's Q1 Earnings Results. We recommend downloading a copy of the Q1 issue of The Ethereum Investment Framework to go along with this episode. If you're interested, you can do so here: Topics covered: - Financial performance for the quarter (onchain profit) - Operating performance (user growth and other KPIs) - Growth of L2s (vs Ethereum L1) - Ethereum "GDP" - Market metrics - DeFi metrics (TVL, ETH staked, trading volumes) - Token Economics (ETH burned vs issued) - EIP 4844 - Market Outlook We hope you enjoy the episode! -- Subscribe to The DeFi Report Newsletter: ⁠ https://thedefireport.io/subscribe⁠ Download a free copy of The Ethereum Investment Framework: ⁠ https://thedefireport.io/ethereum-investment-framework⁠ Subscribe on YouTube: ⁠https://bit.ly/3SeyyA8⁠ Subscribe on Spotify: ⁠https://podcasters.spotify.com/pod/show/thedefireport⁠ Subscribe on Apple Podcasts: ⁠https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936⁠ Follow Michael: ⁠https://www.linkedin.com/in/michael-austin-nadeau/⁠ Follow Oskari:  ⁠https://www.linkedin.com/in/oskaritempakka/⁠ Learn more about Artemis: ⁠https://www.artemis.xyz/⁠

Crypto is in a bull market, which means we should expect to see plenty of incoming FUD (fear, uncertainty, doubt) hitting our news feeds and timelines. In episode 20 of The Rundown, Michael and Shiv break it all down, including the following: - What is FUD? - The primary sources of FUD - Where FUD *really* comes from - Most common types of FUD and how to debunk it If you’re new to crypto, the goal of this episode is to equip you with everything you need to seek the truth. P.S. the next time someone tells you that Bitcoin miners are “boiling the ocean” or that crypto is “only used by criminals,” simply share this episode with them :) ---- Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter Download a free copy of The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe on YouTube: https://bit.ly/3SeyyA8 Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936 Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/

In this week's episode of The Rundown, Michael and Shiv were joined by Chan Samadder, CFA and Head of Product at ETC-Group. Topics covered: - Chan's background in TradFi and his journey into crypto and digital assets - ETC-Group and the regulated crypto financial products they are bringing to market in Europe - Why Ethereum? How Chan thinks about ETH as an asset and how he speaks with investors about the Ethereum Network - How to monitor Ethereum's adoption rates - Ethereum's Token Economics - Onchain Financials - Why Now? - How ETH fits into a diversified portfolio of assets - Correlations to Equities - Staking vs Holding ETH - Types of Staking Products in the Market - Success of recently launched ETH Total Return Staking Product We hope you enjoy the episode! --- Learn more about ETC-Group: https://etc-group.com/ Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter Download a free copy of The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe on YouTube: https://bit.ly/3SeyyA8 Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936 Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ --- Disclaimer: Nothing said on The Rundown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by the co-hosts or guests are solely their opinions and not financial advice. Michael, Shiv, and our guests may hold positions in the companies, funds, or projects discussed. Please note that financial products offered by ETC-Group are available only to professional investors within qualified European jurisdictions.

In episode 18 of The Rundown, Michael and Shiv dive into the following topics as Bitcoin shot through all-time highs: - Bitcoin ETF Inflow Update - Pattern matching ---- what can we learn about new TradFi entrants so far this cycle? - Why did Bloomberg downgrade the chances of an ETH ETF to 35% in May? - Michael Saylor and Microstrategy buying more BTC (with really cheap capital) - Is FUD season already here? - Going onchain with Artemis Terminal covering Sybil activity onchain We hope you enjoy the episode! ---- Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter Download a free copy of The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe on YouTube: https://bit.ly/3SeyyA8 Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936 Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ Learn more about Artemis Terminal: https://www.artemis.xyz/ --- Show Resources: Nomura Study on Bitcoin & Impact on the Japanese Economy: https://www.cnbc.com/2018/01/02/bitcoin-could-boost-japans-gdp-nomura-analysts-say.html#

In this week's episode of The Rundown, Michael and Shiv share their approach toward building a Solana portfolio with an "aircraft carrier" approach. Additional topics covered: - The Bitcoin ETF inflows update - Onchain Data "cycle awareness" update using onchain data signal from Glassnode We hope you enjoy the episode! ---- Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter Download a free copy of The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe on YouTube: https://bit.ly/3SeyyA8 Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936 Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ Learn more about Glassnode: https://glassnode.com/