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