The DeFi Report
Topics
Ethereum

Ethereum

Written reports and podcast content that pertains to the Ethereum Network

The Watch ListThe Watch List

+2+2

The Watch List: Ethena

Progress update on fundamentals and growth

Michael Nadeau

Layer 2Layer 2

+3+3

World Chain: Onchain Data Deep Dive

+ introducing "The Watch List"

Michael Nadeau

Thesis ReportsThesis Reports

+1+1

The $50 Billion Cascade

A Deep Dive into the Systemic Impact of Staking-Enabled ETFs and Corporate Treasury Companies

Michael Nadeau

EthereumEthereum

+2+2

Where might ETH Top?

Scenario Analysis & Price Targets

Michael Nadeau

EthereumEthereum

+2+2

ETH: Onchain Data Update

+ price targets

Michael Nadeau

Thesis ReportsThesis Reports

+1+1

Does Zora have staying power?

A deep dive on the latest crypto "meta"

Michael Nadeau

Ethereum DeFiEthereum DeFi

+1+1

DeFi Yield Meets the Public Markets

How ETH treasury firms can turn brokerage shares into onchain cash flows

Michael Nadeau

SolanaSolana

+2+2

THE ETH REPORT: Q2-25

+ dashboard access: a public good, made for tokenholders

Michael Nadeau

EthereumEthereum

+2+2

Ethena Memo

A deep dive on the leading yield-bearing stablecoin

Michael Nadeau

EthereumEthereum

+1+1

Worldcoin Memo

Why you should pay attention to controversial projects

Michael Nadeau

SolanaSolana

+1+1

Should SOL be trading at a 68% discount to ETH?

A data-driven investigation part III

Michael Nadeau

Layer 2Layer 2

+1+1

Is Base "stealing" Ethereum's GDP?

The economic relationship between Ethereum and its largest L2

Michael Nadeau