Hello readers,
I’m pleased to share the first episode of our new podcast series, The Signal.
I’ll be joined by co-host Okskari Tempakka (Head of Growth at Token Terminal) for weekly shows covering market insights, onchain data, and fundamental analysis of crypto networks and protocols.
In episode 1 we share Ethereum’s financial results for Q1. A big thank you to our friends over at Artemis Analytics for supplying the data that made our reporting possible this quarter.
Topics discussed:
Onchain P&L (find out how profitable the network was in Q1)
Operating performance (a look into various operating KPIs)
L2s by the numbers (growth of L2 fundamentals vs ETH)
Ethereum “GDP” (which sectors drove the most value in Q1?)
Market & DeFi metrics (price action, trading volumes, TVL, etc)
Token Economics (find out if ETH was deflationary in Q1)
EIP 4844 (how the big network upgrade in Q1 impacts how we think about value accrual)
Market outlook (macro, interest rates, business cycle, etc)
For those that would like to go deeper, we recommend downloading a copy of The Ethereum Investment Framework for Q1: The Ethereum Investment Framework.
We also have an Ethereum Excel model + Plug-In to dynamically update the data courtesy of our friends at Artemis Analytics that pairs nicely with The EIF.
If you’d like a copy of the Ethereum Excel Model + Plug-In to refresh the data simply reply to this email and we’ll send it to you.
Please note that we often pull up charts and data tables that facilitate our discussion. If you’d like to see the visual representation of the show, check out YouTube.
The DeFi Report is powered by onchain data provided by Token Terminal — the leading onchain data & analytics platform for institutional investors.
Sign up for a FREE ACCOUNT here: Free Account at Token Terminal
Disclaimer: Individuals have unique circumstances, goals, and risk tolerances, so you should consult a certified investment professional and/or do your own diligence before making investment decisions. The co-hosts and their guests are not investment advisors and may hold positions in the assets covered. Certified professionals can provide individualized investment advice tailored to your unique situation. The topics discussed are for general educational purposes only, are not individualized, and as such should not be construed as investment advice. Any content shared in the podcast is derived from both publicly available information as well as proprietary data sources. All information presented and sources are believed to be reliable as of the date first published. Any opinions expressed during the show are based on information available as of the date of the publication. Although The DeFi Report and the co-hosts believe the information presented is substantially accurate in all material respects and does not omit to state material facts necessary to make the statements herein not misleading, all information and materials shared or discussed are provided on an “as is” and “as available” basis, without warranty or condition of any kind either expressed or implied.
Introducing The Signal!