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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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