The Signal

In this week's special edition of The Rundown, Michael and Shiv share their unique journeys into web3 including the unique challenges, lessons learned, the importance of curiosity, and why they are so excited for the future. In the season of giving, we hope you can learn from their experience and apply some takeaways to your own life.  Topics covered: - Michaels's journey from accounting/finance, commercial real estate, and MIT's Investment Management Company to crypto - Shiv's journey from one of Australia's largest banks into crypto and how he found himself writing Protocols of Money in NYC in 2020 - The founding story of The DeFi Report - Michaels Vision for web3 and why he is so excited for the future - Why Shiv wrote the book Protocols of Money - Shiv's experience as an Angel investor  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/

In this week's episode of The Rundown, Michael and Shiv cover everything you need to know about Bitcoin heading into 2024. This episode is packed with actionable insights. Topics covered (charts & data visuals + discussion): - Bitcoin's Hash Rate - Long-Term Holder Activity - Miner Net Positions & Activity - Stock to Flow Chart - Cost to Mine 1 BTC (and what it means) - MVRV Cycle Indicator Ratio - 200 Week Moving Average (and why recent break out is bullish) Going onchain with Token Terminal: - Circulating Supply and Halving Impact - Fees and impact the Ordinals Protocol is having on the network - Developer Activity - Trading Volumes - Transaction Counts (and why they are at all-time highs) We also got into some predictions for 2024! We hope you enjoy the episode. ------ Please note that we pull up many charts and analytics that drive these episodes. For those seeking the visual experience, we recommend subscribing to the YouTube channel below. Subscribe on YouTube The Ethereum Investment Framework Subscribe to The DeFi Report Newsletter Follow Michael Follow Shiv Learn More about Token Terminal: https://tokenterminal.com/

This episode dives into Uniswap's innovation in decentralized finance, UNI token, and potential launch of its own L2. The podcast covers topics like Uniswap's business model, financials, and integration in the tech stack. It also explores how Uniswap's economics vary on different blockchains and delves into the upcoming plans for Bitcoin in 2024.

If you don't know your numbers, you don't know your crypto! In this week's episode of The Rundown, Michael and Shiv discuss the elements of the Ethereum tech stack and the economics of Ethereum Layer 2 networks. - What are the margins of Ethereum L2s?- How much revenue is running through L2s today?- How many transactions do they need to support to onboard the next billion users?- How do their fundamentals stack up against each other and the alternative L1s?- What are some good mental models for thinking about L2s and value accrual? We covered these topics and much more (including Bitcoin Mining Energy FUD 😁) Subscribe on YouTube: https://www.youtube.com/channel/UCGQqZBVIFO8agRSJ1gQCMKw?sub_confirmation=1 Subscribe on Apple: 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/

In this week's episode of The Rundown, Michael and Shiv unpack the question on everyone's minds: are we in a new bull market?? The duo also shared their perspectives on the following important topics: - Global macro & liquidity conditions (and how they impact crypto) - Regulation - Binance - Bitcoin - Solana institutional interest (and the massive premium on Greyscale) Finally, the on-chain data with Token Terminal segment this week covered liquidity conditions, the reflexive nature of crypto, and the impact that the merge had on Ethereum's business model and token economics. We hope you enjoy the episode! Subscribe on YouTube: https://www.youtube.com/channel/UCGQq... Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport Subscribe on Apple: 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/ ---- Download The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter

Welcome to The Rundown! In the first episode, Michael and Shiv share their unique backgrounds, their journeys into web3, and what brought them together to co-host The Rundown. The duo also provides a sneak peek into various topics to be covered in future episodes and why the podcast will be anchored to fundamental analysis and on-chain data. Thanks for tuning in! --- The Rundown is powered by Token Terminal — the leading on-chain data and analytics platform for institutional investors. Learn more about Token Terminal: https://tokenterminal.com/about --- Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ --- Download The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter