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The Ethereum Investment Framework is now FREE
The Q3 update is hot off the press. Download it now.
Oct 16, 2023
•
Michael Nadeau
15
1
Permissioned DeFi & Tokenized Equities
TradFi and DeFi are merging faster than the market appreciates
Oct 2, 2023
•
Michael Nadeau
and
Matt Livesley
24
1
The Setup for the next Crypto Cycle
Dissecting past cycles and projecting the narratives & market catalysts ahead of the next Bitcoin Halving
Sep 18, 2023
•
Michael Nadeau
21
6
1
Does the Bitcoin Halving Create a "Supply Shock?"
A data-driven deep dive on Bitcoin's first three adoptions cycles. And a forecast for the next one.
Jul 3, 2023
•
Michael Nadeau
20
The Ethereum Investment Framework: Q4-23
Everything you need to know in one document
Jan 24, 2024
•
Michael Nadeau
22
A New Paradigm for Crypto: Fundamental Analysis
Who is going to be the Warren Buffet of crypto?
Jan 3, 2024
•
Michael Nadeau
15
2
The Institutional Investors Guide to Ethereum
How does a 2.5% allocation to ETH impact a 60/40 portfolio?
Mar 6, 2024
•
Michael Nadeau
9
2
1
Filecoin: Investment Memo Part 1
Is Filecoin an undervalued play on the growth of AI?
Oct 30, 2023
•
Michael Nadeau
14
1
Arbitrum Investment Memo
A deep dive on the largest L2 in the Ethereum ecosystem
Nov 13, 2023
•
Michael Nadeau
16
2
Bitcoin Onchain Data Update
Bitcoin is nearing all-time highs. Are we still early in the cycle?
Feb 29, 2024
•
Michael Nadeau
13
5
Ethereum Valuation Framework
A new framework for a new asset
Jan 16, 2023
•
Michael Nadeau
15
Hivemapper Thesis
Solana DePIN & Aggregation Theory
Apr 4, 2024
•
Michael Nadeau
14
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