The DeFi Report

The DeFi Report

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Distressed Crypto Assets

Did We Bottom Yet??

Layer 2 Economics

A New Open Standard

Tokenomics 101: Analyzing the Layer 1's

DeFi Thesis: Uniswap & AMMs

DeFi Thesis: Private Markets Pt. 2

DeFi Thesis: Private Markets Pt. 1

DeFi Thesis: Lend/Borrow Sector

Our Long-Term Thesis for DeFi

DeFi Business Models

Tokenomics 101

The Future of DeFi

Bitcoin Thesis

Cycle Reflections & Learnings: DeFi

Cycle Reflections & Learnings: Smart Contract Platforms

Revisiting the Fat Protocol Thesis

Ethereum: Post Merge Analysis

What is the Metaverse?

MakerDAO

On-Chain Data Update

The Fraying World Order

Crypto Investing Themes

Ethereum: A Financial Analysis

Game Theory & Bitcoin

DeFi Financial Analysis

TradFi Meets DeFi - A Market Analysis

Who Owns Web3?

2022

© 2025 Michael Nadeau
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