On this episode of the Fundamentals podcast, we welcome back Michael Nadeau, who runs the DeFi Report, to deepen our understanding of valuing blockchain networks. Michael has been working on deep-diving into this topic for several years and has recently published the 'Ethereum Investment Framework'.

He discusses why he was inspired to create the framework, provides a high-level view of its contents, major components, and explains his approach to valuing Ethereum. In addition, this episode explores the various challenges and key learning points encountered while creating the framework, with multiple analogies and perspectives for understanding this new asset class. The conversation wraps up with Michael sharing his future plans for creating similar frameworks for other crypto assets.

Read the Ethereum Investment Framework on Token Terminal: https://tokenterminal.com/resources/c...

Download the Ethereum Investment Framework as a pdf: https://thedefireport.gumroad.com/l/e...

Subscribe to the DeFi Report: https://thedefireport.substack.com/

Michael:
Linkedin:   / michael-austin-nadeau  
X (Twitter):   / justdeauit  
The DeFi report: https://thedefireport.io/#newsletter

Ethereum’s dashboard on Token Terminal: https://tokenterminal.com/terminal/pr...


Make sure to leave a comment if you have any questions 🙌

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Timestamps:
00:00 Introduction
02:02 Intro to the Ethereum Investment Framework
02:56 The inspiration behind the Ethereum Investment Framework
05:09 The main components of the investment framework
07:47 The evolution of the internet and Ethereum's place in it
11:30 How the Ethereum Investment Framework compares to other models in the industry?
13:45 The role of data in the investment framework
16:24 The influence of economic and financial theories on the framework
19:38 How to best utilize the Ethereum Investment Framework
22:01 Approaches to valuing Ethereum
28:25 Biggest learnings from the process of creating this framework
34:21 Future plans for other cryptoasset frameworks
38:36 The future of Ethereum and the investment landscape
42:00 Conclusion and final thoughts

…

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