@hucker
Crypto Fundamentals debuts today—a new monthly series where Michael Nadeau of The DeFi Report joins Ryan & David to bring Warren Buffett-style rigor to crypto.
In Episode 1, the topic of discussion is the brewing rotation: Bitcoin dominance is wobbling, ETH/BTC is perking up, and onchain data says capital is creeping down the risk curve.
Michael unpacks the macro tailwinds like the GENIUS stablecoin bill, the KPIs that actually matter now, and why this cycle could reward real cash-flow L1s and even a few memes with measurable beta.
If you want a cleaner compass for long-term value investing, this is your new must-listen series.
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