The DeFi Report
Topics
Layer 2

Layer 2

Written reports and podcast content that pertains to Layer 2s

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World Chain: Onchain Data Deep Dive

+ introducing "The Watch List"

Michael Nadeau

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Is Base "stealing" Ethereum's GDP?

The economic relationship between Ethereum and its largest L2

Michael Nadeau

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Is Celestia a threat to Ethereum?

A deep dive into the leading data availability network

Michael Nadeau

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ETH or L2s?

A data-driven framework for portfolio construction

Michael Nadeau

Alternative L1'sAlternative L1's

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Analyzing Flows Between Blockchains

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

Michael Nadeau

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2024: The Year of Zero-Knowledge Rollups?

A data-driven deep dive of zkSync Era

Michael Nadeau

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Episode 9: The Economics of zkSync

What does the onchain data tell us about zkSync's network effects?

Michael Nadeau

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Episode 3: The Economics of Ethereum L2s

How does value flow through the Ethereum Tech Stack?

Michael Nadeau

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Base L2 Analysis (by Coinbase)

Coinbase is pushing it's users On-Chain

Michael Nadeau

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Arbitrum Investment Memo

A deep dive on the largest L2 in the Ethereum ecosystem

Michael Nadeau

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Are L2s Complementary to ETH?

Ethereum's Scaling Solutions and Unit Economics

Michael Nadeau

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Layer 2 Economics

The Business Model of Ethereum's Scaling Solutions

Michael Nadeau