The DeFi Report
Topics
Alternative L1's

Alternative L1's

Coverage of alternative L1 projects such as Avalanche, Tron, etc.

Alternative L1'sAlternative L1's

Aug 29, 2025

Hyperliquid Memo

Is the HYPE warranted?

Michael Nadeau

Alternative L1'sAlternative L1's

+2+2

Apr 10, 2024

Analyzing Flows Between Blockchains

Which blockchain is attracting the hot ball of money out there?

Michael Nadeau

Alternative L1'sAlternative L1's

+3+3

Mar 20, 2024

Pattern Matching within Solana

Will Solana's core infrastructure projects outperform SOL in this cycle?

Michael Nadeau

Alternative L1'sAlternative L1's

+1+1

Feb 21, 2024

Should we be taking Tron Seriously?

57 million unique wallets interacted with Tether on Tron last year.

Michael Nadeau

Alternative L1'sAlternative L1's

+4+4

Feb 16, 2024

Episode 14: ETH vs SOL

Can the two win together?

Michael Nadeau

Alternative L1'sAlternative L1's

+1+1

Dec 06, 2023

Avalanche

The team raised $230m in '21. How is it performing against Ethereum L2s?

Michael Nadeau

Alternative L1'sAlternative L1's

+3+3

Oct 31, 2023

Filecoin: Investment Memo Part 2

Quantifying the opportunity

Michael Nadeau

Alternative L1'sAlternative L1's

+3+3

Oct 30, 2023

Filecoin: Investment Memo Part 1

Is Filecoin an undervalued play on the growth of AI?

Michael Nadeau

Alternative L1'sAlternative L1's

+1+1

Jun 21, 2022

Cycle Reflections & Learnings: Smart Contract Platforms

A framework for analyzing Ethereum's competition

Michael Nadeau