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1:05:06
Introducing The Signal!
Episode 1: Ethereum Q1 Earnings Call
18 hrs ago
•
Michael Nadeau
2
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Introducing The Signal!
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The DeFi Report Releases The Ethereum Network's Q1 Earnings Results
Everything you need to know about the Ethereum ecosystem in one document.
Apr 17
•
Michael Nadeau
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The DeFi Report Releases The Ethereum Network's Q1 Earnings Results
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Analyzing Flows Between Blockchains
Which blockchain is attracting the hot ball of money out there?
Apr 11
•
Michael Nadeau
9
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Analyzing Flows Between Blockchains
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The Ethereum Investment Framework is now FREE
Oct 16, 2023
•
Michael Nadeau
15
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The Ethereum Investment Framework is now FREE
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Permissioned DeFi & Tokenized Equities
Oct 2, 2023
•
Michael Nadeau
and
Matt Livesley
24
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Permissioned DeFi & Tokenized Equities
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The Setup for the next Crypto Cycle
Sep 18, 2023
•
Michael Nadeau
22
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The Setup for the next Crypto Cycle
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The Ethereum Investment Framework: Q4-23
Jan 24
•
Michael Nadeau
22
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The Ethereum Investment Framework: Q4-23
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Does the Bitcoin Halving Create a "Supply Shock?"
Jul 3, 2023
•
Michael Nadeau
20
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Does the Bitcoin Halving Create a "Supply Shock?"
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Hivemapper Thesis
Solana DePIN & Aggregation Theory
Apr 4
•
Michael Nadeau
15
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Hivemapper Thesis
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Episode 20: Navigating FUD and Seeking Truth in Crypto
And an important update on The Rundown Podcast
Apr 1
•
Michael Nadeau
1:07:53
2
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Episode 20: Navigating FUD and Seeking Truth in Crypto
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Episode 19: The Institutional Investors Guide to Ethereum with Chan Samadder, CFA
In this week's episode of The Rundown, Shiv and I were joined by Chan Samadder, CFA and Head of Product at ETC-Group. Topics covered: Chan's background…
Mar 22
•
Michael Nadeau
1:00:46
4
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Episode 19: The Institutional Investors Guide to Ethereum with Chan Samadder, CFA
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Pattern Matching within Solana
Will Solana's core infrastructure projects outperform SOL in this cycle?
Mar 20
•
Michael Nadeau
7
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Pattern Matching within Solana
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Episode 18: Why did Bloomberg downgrade the chances of an ETH ETF?
Additional coverage on the Bitcoin ETFs, Microstrategy raises $800m to buy more BTC, new CFTC taxonomy for crypto, and is FUD season already here?
Mar 15
•
Michael Nadeau
1:03:37
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Episode 18: Why did Bloomberg downgrade the chances of an ETH ETF?
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Episode 17: The Solana "Aircraft Carrier" Portfolio
Bonus "cycle awareness" Bitcoin Onchain Data Update + ETF Flows
Mar 8
•
Michael Nadeau
1:16:28
3
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Episode 17: The Solana "Aircraft Carrier" Portfolio
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The Institutional Investors Guide to Ethereum
How does a 2.5% allocation to ETH impact a 60/40 portfolio?
Mar 6
•
Michael Nadeau
9
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