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

In episode 10 of The Rundown, Michael and Shiv cover the short-term and long-term impacts of the Bitcoin ETF.

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.

In this week’s episode of The Rundown, Shiv and I share our predictions for 2024!

Topics covered:

We hope you enjoy the episode!

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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, 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.

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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 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!

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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):

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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/

If you don't know your numbers you don't know you're crypto!

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 😁)