In this week's episode of The Rundown, Michael and Shiv share their approach toward building a Solana portfolio with an "aircraft carrier" approach. Additional topics covered: - The Bitcoin ETF inflows update - Onchain Data "cycle awareness" update using onchain data signal from Glassnode We hope you enjoy the episode! ---- Subscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter Download a free copy of The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Subscribe on YouTube: https://bit.ly/3SeyyA8 Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireport Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936 Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Shiv: https://www.linkedin.com/in/shivmehta/ Learn more about Glassnode: https://glassnode.com/