Interview

The Ethereum Investment Framework: History, tech, economics, ETH price targets, and more!

Oskari Tempakka

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On this episode of the Fundamentals podcast, we welcome back Michael Nadeau, who runs the DeFi Report, to deepen our understanding of valuing blockchain networks. Michael has been working on deep-diving into this topic for several years and has recently published the 'Ethereum Investment Framework'.

Listen to the episode

Michael discusses why he was inspired to create the framework, provides a high-level view of its contents, major components, and explains his approach to valuing Ethereum. In addition, this episode explores the various challenges and key learning points encountered while creating the framework, with multiple analogies and perspectives for understanding this new asset class. The conversation wraps up with Michael sharing his future plans for creating similar frameworks for other crypto assets.

Timestamps:
00:00 Introduction
02:02 Intro to the Ethereum Investment Framework
02:56
The inspiration behind the Ethereum Investment Framework
05:09 The main components of the investment framework
07:47 The evolution of the internet and Ethereum's place in it
11:30
How the Ethereum Investment Framework compares to other models in the industry?
13:45 The role of data in the investment framework
16:24 The influence of economic and financial theories on the framework
19:38 How to best utilize the Ethereum Investment Framework
22:01 Approaches to valuing Ethereum
28:25 Biggest learnings from the process of creating this framework
34:21 Future plans for other cryptoasset frameworks
38:36
The future of Ethereum and the investment landscape
42:00
Conclusion and final thoughts

Ethereum’s dashboard on Token Terminal: https://tokenterminal.com/terminal/pr...


Read the Ethereum Investment Framework on Token Terminal: https://tokenterminal.com/resources/c...

Download the Ethereum Investment Framework as a pdf: https://thedefireport.gumroad.com/l/e...

Subscribe to the DeFi Report: https://thedefireport.substack.com/

Michael on Linkedin: https://www.linkedin.com/in/michael-a...

X (Twitter): https://twitter.com/JustDeauIt

The DeFi report: https://thedefireport.io/#newsletter

The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating or are invested in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. Token Terminal does not recommend any particular course of action in relation to any token or protocol. The content herein is meant purely for educational and informational purposes only, and should not be relied upon as financial, investment, legal, tax or any other professional or other advice. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content.

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