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Episode 11: Ethereum Q4 Earnings Call
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!
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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/
View all episodes
By Michael NadeauIn 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/