The Signal The DeFi Report

In episode 2 of The Signal, Michael and Oskari discuss the current state of the liquid staking market on Solana.



Resouces:

1. The Liquid Staking Set-Up on Solana (And an analysis of Marinade Finance): https://thedefireport.io/research/the-liquid-staking-set-up-on-solana

2. Solana Liquid Staking (Revisiting the thesis): https://thedefireport.io/research/solana-liquid-staking-revisiting

Timestamps and topics covered:
00:00 Market update: Bitcoin halving and ETF flows
06:48 Solana's liquid staking landscape & comparing Ethereum and Solana staking dynamics
11:34 Marinade Finance: A case study in Solana's liquid staking market
15:24 Future projections and business model insights
20:42 Marinade vs. Jito
27:03 Exploring the potential of Sanctum: A new approach to liquid staking
36:20 The future of money and liquidity in DeFi

We hope you enjoy the episode!

--

Subscribe to The DeFi Report Newsletter: ⁠
https://thedefireport.io/subscribe⁠



Download a copy of The Ethereum Investment Framework:

https://thedefireport.io/ethereum-investment-framework

Subscribe on YouTube:
⁠https://bit.ly/3SeyyA8⁠

Subscribe on Spotify:
⁠https://podcasters.spotify.com/pod/sh...

Subscribe on Apple Podcasts:
⁠https://podcasts.apple.com/us/podcast...

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

Follow Oskari: https://www.linkedin.com/in/oskaritempakka/

In episode 1 of The Signal, Michael and Oskari share Ethereum's Q1 Earnings Results.



We recommend downloading a copy of the Q1 issue of The Ethereum Investment Framework to go along with this episode.



If you're interested, you can do so here:



Topics covered:



- Financial performance for the quarter (onchain profit)

- Operating performance (user growth and other KPIs)

- Growth of L2s (vs Ethereum L1)

- Ethereum "GDP"

- Market metrics

- DeFi metrics (TVL, ETH staked, trading volumes)

- Token Economics (ETH burned vs issued)

- EIP 4844

- Market Outlook



We hope you enjoy the episode!

--

Subscribe to The DeFi Report Newsletter: ⁠

https://thedefireport.io/subscribe⁠



Download a free copy of The Ethereum Investment Framework: ⁠

https://thedefireport.io/ethereum-investment-framework⁠



Subscribe on YouTube:

⁠https://bit.ly/3SeyyA8⁠



Subscribe on Spotify:

⁠https://podcasters.spotify.com/pod/show/thedefireport⁠



Subscribe on Apple Podcasts:

⁠https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936⁠



Follow Michael:

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



Follow Oskari: 

⁠https://www.linkedin.com/in/oskaritempakka/⁠



Learn more about Artemis:

⁠https://www.artemis.xyz/⁠

Crypto is in a bull market, which means we should expect to see plenty of incoming FUD (fear, uncertainty, doubt) hitting our news feeds and timelines.

In episode 20 of The Rundown, Michael and Shiv break it all down, including the following:

- What is FUD?

- The primary sources of FUD

- Where FUD *really* comes from

- Most common types of FUD and how to debunk it

If you’re new to crypto, the goal of this episode is to equip you with everything you need to seek the truth.

P.S. the next time someone tells you that Bitcoin miners are “boiling the ocean” or that crypto is “only used by criminals,” simply share this episode with them :)

----

Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter

Download a free copy of The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework

Subscribe on YouTube:

https://bit.ly/3SeyyA8

Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936

Follow Michael:

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

Follow Shiv:

https://www.linkedin.com/in/shivmehta/

In this week's episode of The Rundown, Michael and Shiv were joined by Chan Samadder, CFA and Head of Product at ETC-Group.

Topics covered:

- Chan's background in TradFi and his journey into crypto and digital assets

- ETC-Group and the regulated crypto financial products they are bringing to market in Europe

- Why Ethereum? How Chan thinks about ETH as an asset and how he speaks with investors about the Ethereum Network

- How to monitor Ethereum's adoption rates

- Ethereum's Token Economics

- Onchain Financials

- Why Now?

- How ETH fits into a diversified portfolio of assets

- Correlations to Equities

- Staking vs Holding ETH

- Types of Staking Products in the Market

- Success of recently launched ETH Total Return Staking Product

We hope you enjoy the episode!

---

Learn more about ETC-Group:

https://etc-group.com/

Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter

Download a free copy of The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework

Subscribe on YouTube:

https://bit.ly/3SeyyA8

Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport

Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936

Follow Michael:

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

Follow Shiv:

https://www.linkedin.com/in/shivmehta/



---



Disclaimer: Nothing said on The Rundown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by the co-hosts or guests are solely their opinions and not financial advice. Michael, Shiv, and our guests may hold positions in the companies, funds, or projects discussed.

Please note that financial products offered by ETC-Group are available only to professional investors within qualified European jurisdictions.

In episode 18 of The Rundown, Michael and Shiv dive into the following topics as Bitcoin shot through all-time highs:

- Bitcoin ETF Inflow Update

- Pattern matching ---- what can we learn about new TradFi entrants so far this cycle?

- Why did Bloomberg downgrade the chances of an ETH ETF to 35% in May?

- Michael Saylor and Microstrategy buying more BTC (with really cheap capital)

- Is FUD season already here?

- Going onchain with Artemis Terminal covering Sybil activity onchain

We hope you enjoy the episode!

----

Subscribe to The DeFi Report Newsletter:

https://thedefireport.io/#newsletter

Download a free copy of The Ethereum Investment Framework:

https://thedefireport.gumroad.com/l/ethereuminvestmentframework

Subscribe on YouTube:

https://bit.ly/3SeyyA8

Subscribe on Spotify:

https://podcasters.spotify.com/pod/show/thedefireport

Subscribe on Apple Podcasts:

https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936

Follow Michael:

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

Follow Shiv:

https://www.linkedin.com/in/shivmehta/

Learn more about Artemis Terminal:

https://www.artemis.xyz/

---

Show Resources:

Nomura Study on Bitcoin & Impact on the Japanese Economy:

https://www.cnbc.com/2018/01/02/bitcoin-could-boost-japans-gdp-nomura-analysts-say.html#

In this week's episode of The Rundown, Michael and Shiv share their approach toward building a Solana portfolio with an "aircraft carrier" approach. Additional topics covered:

- The Bitcoin ETF inflows update

- Onchain Data "cycle awareness" update using onchain data signal from Glassnode

We hope you enjoy the episode!

----

Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter

Download a free copy of The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework

Subscribe on YouTube:

https://bit.ly/3SeyyA8

Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport

Subscribe on Apple Podcasts:

https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936

Follow Michael:

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

Follow Shiv:

https://www.linkedin.com/in/shivmehta/

Learn more about Glassnode:

https://glassnode.com/