The Signal

Tom Dunleavy, CIO of MC Capital joined Michael and Shiv on episode 16 of The Rundown. Tom provides a unique, boots-on-the-ground perspective of the crypto capital markets and shares plenty of alpha on what to expect in the next crypto cycle. Topics covered: - Tom's background & MV Capital's investment strategy - How VCs impact crypto cycles - Types of projects being funded early in this cycle - Crypto funding mechanisms (airdrops, ICOs, valuations, etc) - Thesis for BTC, ETH, SOL this cycle - How the election cycle in the US could impact crypto in the coming years - New privacy solutions for crypto - Innovation on Bitcoin - Consolidation in the crypto research/data space? 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 Tom Dunleavy: https://twitter.com/dunleavy89 Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ Learn More about Token Terminal: https://tokenterminal.com/ List your project on Token Terminal: https://docs.tokenterminal.com/docs/listing-form

Are Stablecoins the new Euro Dollar? In episode 15 of The Rundown, Michael and Shiv go deep on Stablecoin data and how Tether is being used on Tron. Additional topics covered: - Bitcoin ETF inflow data - Similarities between the growth of stablecoins and the growth of the Euro Dollar market - Stablecoin usage on Ethereum (top stablecoins, users, transactions, etc) - Tether usage on Tron vs Ethereum - Types of Tether users and user cohorts - User preferences in different regions of the world - TRON Onchain Data: active users, transactions, TVL, revenues, etc - Developer activity on Tron 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 Token Terminal: https://tokenterminal.com/ List your project on Token Terminal: https://docs.tokenterminal.com/docs/listing-form

Exploring the rise of Ethereum ETFs, Bitcoin ETF flow data, prospects for an Ethereum spot ETF, onchain data trends, miners behavior, institutional adoption of Bitcoin, comparison between Ethereum and Solana in smart contract layer one space and token economics, and future plans for the podcast.

Why is the market so bullish on real-world assets moving onchain in 2024? In Episode 13 of The Rundown, Michael and Shiv explore the sector from a data-driven view while also raising (and answering) the following questions: How large are these markets? What are the benefits to tokenizing real-world assets? What role will large traditional finance firms play? What are the challenges? How long will it take to see widespread adoption? We also shared our thoughts on the recent spike in activity within web3 social and the partnership between Go Daddy and Ethereum Name Service (web3 domains). 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 Token Terminal: https://tokenterminal.com/

In this week's episode of The Rundown, Michael and Shiv welcome the show's first guest, Juan Leon, Senior Analyst at Bitwise Asset Management. Topics covered: - Juan's background and why Bitwise is so bullish on crypto as an asset class - Insights gleaned from Bitwise's recent survey of 437 investment advisors across the US - The merger of TradFi & Crypto - Bitwise's new spot ETF by the numbers (plus bonus insights on the mechanics of how the ETF works on the back end) - Projections on ETF inflows this year - ETH ETF - Sector's Juan is excited about in 2024 We hope you enjoy the episode! ------ 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 The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ Follow Juan: https://www.linkedin.com/in/juan-f-leon/ Bitwise Investment Advisor Survey: https://bitwiseinvestments.com/crypto-market-insights/the-bitwise-vettafi-2024-benchmark-survey Learn More about Bitwise: https://bitwiseinvestments.com/

In this week's episode of The Rundown, Michael and Shiv break down all of the important data and key takeaways from the Q4 issue of The Ethereum Investment Framework — which you can download here: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Topics covered: - Ethereum's onchain Profit & Loss - Value Accrual: ETH holders vs ETH Stakers - Tokenomics & circulating supply - Ethereum Comps to the top 10 L1s - Now vs Then (Q4-23 vs Q4-17) by the numbers and fundamentals - BTC vs ETH - Price action through cycles - Ethereum's GDP - Growth of L2s by the numbers (users, transactions, developers, fees) We hope you enjoy this week's episode! ------ 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 Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ Learn More about Token Terminal: https://tokenterminal.com/

In episode 10 of The Rundown, Michael and Shiv cover the short-term and long-term impacts of the Bitcoin ETF. The duo also discusses intrinsic value as it pertains to Bitcoin, as well as multiple valuation frameworks for crypto networks and protocols. We hope you enjoy the episode! ----- The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter ----- Subscribe to The Rundown on YouTube: https://bit.ly/3SeyyA8 Subscribe to The Rundown on Spotify: https://podcasters.spotify.com/pod/show/thedefireport Subscribe to The Rundown 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 Token Terminal: https://tokenterminal.com/

zkSync is the fastest-growing L2 in the Ethereum ecosystem. Find out why in episode 9 of The Rundown as Michael and Shiv go onchain with Token Terminal to unearth the insights behind user activity, top projects on zkSync, user retention rates, and how zkSync compares to its top competitors. We hope you enjoy the episode! ------ 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 Download The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ Learn More about Token Terminal: https://tokenterminal.com/

In this week’s episode of The Rundown, Shiv and I share our predictions for 2024! Topics covered: BTC, ETH, SOL price targets DeFi DePIN Social Media NFTs & Gaming The election cycle in the US We hope you enjoy the episode! ------ Subscribe on YouTube: https://www.youtube.com/channel/UCGQqZBVIFO8agRSJ1gQCMKw?sub_confirmation=1 Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936 Download The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ Learn More about Token Terminal: https://tokenterminal.com/ Disclaimer: Individuals have unique circumstances, goals, and risk tolerances, so you should consult a certified investment professional and/or do your own diligence before making investment decisions. The co-hosts are not investment professionals and may hold positions in the assets covered. Certified professionals can provide individualized investment advice tailored to your unique situation. This research report is for general educational purposes only, is not individualized, and as such should not be construed as investment advice. The content contained in the show is derived from both publicly available information as well as proprietary data sources. All information presented and sources are believed to be reliable as of the date first published. Any opinions expressed in the report are based on the information cited herein as of the date of the publication. Although The DeFi Report and the author believe the information presented is substantially accurate in all material respects and does not omit to state material facts necessary to make the statements herein not misleading, all information and materials in the report are provided on an “as is” and “as available” basis, without warranty or condition of any kind either expressed or implied.

In this week's episode of The Rundown, Michael and Shiv provide an overview of liquid staking on Solana and a comparison of Marinade Finance and Jito — the largest liquid staking solutions on the network. Learn more about staking on Solana and Marinade Finance here: https://marinade.finance/ The duo also provides a recap of the top stories in crypto in 2023— to help you learn from what transpired as we head into the next adoption cycle. Topics covered: - Marinade Finance vs Jito (liquid staking solutions on Solana) - Shift in Federal Reserve Monetary Policy - Early 2023: distressed crypto assets and "operation choke point 2.0" - Mid 2023: Crypto wins in the Courts - Mid 2023: Ethereum Shapella Upgrade and the ETH Stake Rate - End of 2023 — Going onchain: Friend.tech (social media), Bitcoin Ordinals & BTC Fees, L2s driving gas fees to Ethereum, Solana active users rising We hope you enjoy the episode! ----- Subscribe on YouTube: https://www.youtube.com/channel/UCGQqZBVIFO8agRSJ1gQCMKw?sub_confirmation=1 Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936 The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ Learn More about Token Terminal: https://tokenterminal.com/