In this episode, we discuss a few of Michael's recent viral tweets. We briefly cover Robinhood's crypto strategy before moving on to key updates in the crypto market, explaining why we feel the current setup is bullish. We also debate whether Layer 2s should be included in Ethereum's ecosystem analysis. Additionally, we touch on the outcomes of crypto VC investments and the industry's narrative around governance tokens. We hope you enjoy the episode! Markets Update: https://x.com/JustDeauIt/status/1821191664154644804 Should L2s be included in Ethereum KPI data? (comps to networks like Solana): https://x.com/_ryanrconnor/status/1818385404078571768 Token Performance for Paradigm's Portfolio Projects: https://x.com/tokenterminal/status/1819752943933174213 Comparing L1 tokens to Equities: https://x.com/JustDeauIt/status/1810665134408269976 Timestamps: 00:00 Introduction 00:45 LinkedIn vs. Twitter Engagement 02:33 Robinhood's Crypto Strategy 06:12 Market Sentiment and Analysis 12:57 Macro Factors and Market Predictions 19:34 Stablecoins and Future Market Trends 22:49 Sentiment Indicators and Market Update 23:28 Blockchain Economics and Custom Chart Analysis 24:02 Debate on Including L2s in Blockchain Analysis 34:03 VC Investments and Token Performance 38:09 Governance Tokens and Value Accrual 43:49 Regulatory Overhangs and Market Dynamics 45:48 Conclusion and Upcoming Episodes Crypto Bull Market, Wall Street Crypto, Robinhood, Crypto VCs --- Subscribe to The DeFi Report Newsletter: ⁠ https://thedefireport.io/subscribe⁠ Download a copy of The Ethereum Investment Framework: https://thedefireport.io/ethereum-inv... Subscribe on YouTube: ⁠https://bit.ly/3SeyyA8⁠ Subscribe on Spotify:  ⁠https://podcasters.spotify.com/pod/sh... Subscribe on Apple Podcasts:  ⁠https://podcasts.apple.com/us/podcast... Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Oskari: https://www.linkedin.com/in/oskaritempakka/ ---- The views expressed by the co-hosts or any guests are their personal views and should not be relied upon as financial, technical, tax, legal, or any other type of advice.  The creators of this content, or members, affiliates, or stakeholders of The DeFi Report, may be participating in or have invested in the 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.  Listeners 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.