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  4. Is It Time to Sell All Your Ethereum? w/ Michael Nadeau
Is it time to dump all your Ethereum? Today on The Milk Road
Show, Michael Nadeau, founder of The DeFi Report, joins us to
break down his Ethereum analysis. From the Trump administration's
impact on crypto to the rise of Solana and the explosion of L2s,
we cover it all. Why Michael believes Ethereum's fundamentals are
strong, yet he's still rebalancing his cash.

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Get our expert token ratings with the Milk Road PRO token center:

⁠⁠https://out.milkroad.com/Token-Center-Pod⁠⁠

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Helpful Resources

Is ETH/BTC finally capitulating?

https://thedefireport.io/research/eth-btc-capitulating

Which memecoin has the most convicted holders?

https://thedefireport.io/research/which-memecoins-have-conviction

PRO | Could Celestia be the next $ETH killer?

https://themilkroad.beehiiv.com/p/could-celestia-be-the-next-eth-killer

~~~~~

Recommended Watching

Bitwise CIO Predicts Major Demand Coming from Countries and
Institutions

https://youtu.be/hPMR6mnjhkg

Bloomberg Analyst Crypto Predictions for Trump's Regulation &
ETFs in 2025

https://youtu.be/JKn1ct6QDyc

What’s Driving Markets? AI, Trump’s Crypto Plan and the FED w/
Lark Davis

https://youtu.be/EmpVTUSz1e0

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GUEST INFO

Michael Nadeau's X: https://x.com/JustDeauIt

The DeFi Report's Website: https://thedefireport.io/

~~~~~

TIME POINTS

00:00 - Intro

01:33 - Odos

02:13 - Market's current situation

08:32 - The macro uncertainty

11:14 - Michael's take on how 2025 will play

14:02 - Should you sell your ETH right now?

28:46 - Risk/reward comparison between ETH, BTC and SOL

30:51 - Is the Ethereum to Solana rotation over?

34:50 - What is Venice?

40:42 - Michael's playbook for memecoins

44:08 - Michael's take on Celestia

Disclaimer

The information presented in this video is for educational and
informational purposes only. It should not be considered as
financial, legal, or tax advice. The views and opinions expressed
by the speakers, are their own and do not constitute professional
advice. Investing in cryptocurrencies carries significant risks,
including the potential for substantial losses. Viewers should
consult with a qualified financial professional before making any
investment decisions.
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