How To Value Blockchains + Investment Frameworks w/ Michael Nadeau | #334

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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GUEST INFO


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