Milk Road Radio Milk Road Radio

Is there a standard formula we can use to start valuing crypto assets? What metrics even matter? Is it fee revenue, MEV or something else? That is what we discuss in today's episode with Michael Nadeau, founder of DeFi Report.


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Michael Nadeau

Website:https://thedefireport.io/ 

X: https://twitter.com/JustDeauIt 

LinkedIn: https://www.linkedin.com/in/michael-austin-nadeau/



⏱ TIME POINTS ⏱

00:00 - Intro 

02:14 - Michael’s background

04:05 - Where are we in this cycle?

11:55 - How to value blockchains

19:24 - Comparing different blockchains

22:25 - Fees

26:08 - MEV

28:39 - Thoughts on L2s

32:31 - Where is the value really going?

35:11 - Final thoughts

Explore the transformative journey of Safe, a leading multi-sig wallet securing over 100 billion in total value, as we discuss the future of smart accounts with co-founders Lukas Schor and Andre Geest.


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🎙 GUEST INFO 🎙

Lukas Schor | Co-Founder

X: https://twitter.com/SchorLukas

Website: https://safe.global/

Andre Geest | Head of Governance

X: https://twitter.com/tweetsofandre





💥EXTRA LINKS💥

Safe{Pass} Program: https://safe.global/blog/safe-pass-activity-program

Future of Safe: https://safe.global/blog/future-of-safe-vision




⏱ TIME POINTS ⏱

00:00 - Intro

03:17 - Safe’s origin story

10:39 - The future of smart accounts

17:03 - Safe token

29:25 - The token utility

37:02 - Major milestones

40:23 - The business model

47:50 - Not everybody wants self custody

50:21 - Final thoughts

EigenLayer FUD, Friend.tech giving all airdrops to users, FTX story, CZ sentenced for 4 months, Moonbirds announces metaverse, Azuki releases first anime episode, Blur Blast & more!


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👉 YouTube: https://www.youtube.com/channel/UCEaYvbpM1JI2HWKvnikBT-g



🎙 GUEST INFO 🎙

Carly Reilly

X: https://twitter.com/carlypreilly 

YouTube: https://www.youtube.com/@TheCPRshow/videos 



⏱ TIME POINTS ⏱

00:00 - Intro

04:12 - Market watch

12:57 - EigenLayer FUD

23:52 - Friend.tech giving all airdrops to users

27:38 - FTX story

35:20 - CZ sentenced for 4 months

36:46 - Moonbirds announces metaverse

41:30 - Azuki releases first anime episode

43:41 - Blur Blast

44:43 - Fantasy.top launches on Blast

46:58 - In case you missed it

50:03 - Agree/disagree

Kyle explains why we're still early in this cycle and suggests 5 altcoins you should check out and buy in May 2024.


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👉 YouTube: https://www.youtube.com/channel/UCEaYvbpM1JI2HWKvnikBT-g



⏱ TIME POINTS ⏱

00:00 - Intro 

02:40 - Market analysis

13:53 - Solana

16:59 - Jito

19:58 - Jupiter

21:13 - Maker

24:18 - Degen

James Ross, co-founder of Mode, delves into the necessity of another L2 and introduces the concept of the Superchain, outlining Mode's vision for DeFi innovation and scaling across Ethereum and beyond.



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👉 Milk Road Twitter: https://twitter.com/MilkRoadDaily 

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👉 YouTube: https://www.youtube.com/channel/UCEaYvbpM1JI2HWKvnikBT-g


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🎙 GUEST INFO 🎙

James Ross

Personal X: https://twitter.com/JRossTreacher 

Website: https://app.mode.network/early/?invitedBy=0xf8b9415879d69dde73c30dcebc474520d31eec3f&redirectID=CasMm95Eq3cEuU9IhgIf3WuzrrbDw7




⏱ TIME POINTS ⏱

00:00 - Intro 

02:27 - What’s important about incentive mechanisms?

09:25 - How do these economic mechanisms work?

21:18 - The business model

30:07 - The superchain

37:04 - Incentive mechanisms in the future

46:43 - James’ skincare routine

Runes Alpha, Renzo Depeg, SocialFI Summer, Billions In New Tokens Dropping, & more!



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✊ Follow Milk Road on Social Media:

👉 Milk Road Twitter: https://twitter.com/MilkRoadDaily 

👉 Milk Road Instagram: https://www.instagram.com/milkroaddaily/ 

👉 Kyle's Twitter: https://twitter.com/KyleReidhead 

👉 YouTube: https://www.youtube.com/channel/UCEaYvbpM1JI2HWKvnikBT-g


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Apply Here: ⁠⁠ https://milkroad.com/careers/



🎙 GUEST INFO 🎙

Tyler Warner

X: https://twitter.com/Tyler_Did_It




⏱ TIME POINTS ⏱

00:00 - Intro

04:02 - Market watch

11:16 - Renzo depeg

19:37 - Runes alpha

32:43 - SocialFI Summer

43:01 - In case you missed it

49:03 - Agree/disagree