The DeFi Report
Topics
Solana

Solana

Written reports and podcast content that pertain to the Solana Network

SolanaSolana

+1+1

Axiom & The Trading Bot Market

Shining a light on the "trenches"

Michael Nadeau

Thesis ReportsThesis Reports

+2+2

Is the "Fat Protocol Thesis" still alive?

An exploration of the Solana tech stack through the lens of revenue

Michael Nadeau

SolanaSolana

pump.fun memo

Is PUMP the crypto social/consumer app we've been waiting for?

Michael Nadeau

SolanaSolana

+2+2

THE ETH REPORT: Q2-25

+ dashboard access: a public good, made for tokenholders

Michael Nadeau

Thesis ReportsThesis Reports

+1+1

How Durable is Solana's MEV Infrastructure?

Everything you need to know from the tokenholder perspective

Michael Nadeau

SolanaSolana

+1+1

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

A data-driven investigation part III

Michael Nadeau

SolanaSolana

+1+1

Solana DEX Sector Deep Dive

+ updated views on the market

Michael Nadeau

SolanaSolana

+2+2

Which memecoin has the most convicted holders?

A data-driven investigation

Michael Nadeau

SolanaSolana

+1+1

Should SOL be Trading at a 70% Discount to ETH?

A data-driven investigation part II

Michael Nadeau

SolanaSolana

+4+4

Time to be fully allocated?

Views on the current setup.

Michael Nadeau

PodcastPodcast

+2+2

LST Innovation on Solana with FP Lee from Sanctum

Should The DeFi Report launch an LST?

Michael Nadeau

SolanaSolana

+3+3

So you think you can outperform ETH & SOL?

Which crypto assets have high beta to the top L1 assets?

Michael Nadeau