The DeFi Report
Topics
Valuation Frameworks

Valuation Frameworks

High level reports that cover concepts such as how to value crypto assets, networks, etc.

Thesis ReportsThesis Reports

+1+1

How do you value an L1?

A framework through the lens of currencies, nation states, and FX

Michael Nadeau

Thesis ReportsThesis Reports

+2+2

Is Coinbase on a path to a $1 Trillion Valuation?

Analyzing revenue diversification and network effects

Michael Nadeau

Token EconomicsToken Economics

+2+2

The DeFi Report Releases The Ethereum Network's Q1 Earnings Results

And we moved off Substack!

Michael Nadeau

PodcastPodcast

+2+2

Episode 19: The Institutional Investors Guide to Ethereum with Chan Samadder, CFA

Bonus coverage on ETC-Groups new total return ETH Staking Product

Michael Nadeau

PodcastPodcast

+4+4

Episode 10: How do you value crypto networks and protocols?

Bonus coverage on the short & long term impacts of the Bitcoin ETF

Michael Nadeau

Onchain Data UpdatesOnchain Data Updates

+2+2

A New Paradigm for Crypto: Fundamental Analysis

Who is going to be the Warren Buffet of crypto?

Michael Nadeau

Layer 2Layer 2

+4+4

Episode 3: The Economics of Ethereum L2s

How does value flow through the Ethereum Tech Stack?

Michael Nadeau

Thesis ReportsThesis Reports

+2+2

Ethereum Valuation Framework

A new framework for a new asset

Michael Nadeau

Valuation FrameworksValuation Frameworks

+1+1

Distressed Crypto Assets

How to assess risk and bargain shop this market

Michael Nadeau

Layer 2Layer 2

+2+2

Layer 2 Economics

The Business Model of Ethereum's Scaling Solutions

Michael Nadeau

Valuation FrameworksValuation Frameworks

+1+1

DeFi Business Models

New business models require new valuation frameworks

Michael Nadeau

Valuation FrameworksValuation Frameworks

+2+2

Ethereum: A Financial Analysis

How we can think about valuing an asset like Ethereum

Michael Nadeau