In this conversation Michael Nadeau and Pascal Hügli share insights into the unique characteristics of Bitcoin, the dynamics of the crypto market, and the importance of liquidity and macroeconomic factors. They discuss investment strategies, the significance of production costs in determining Bitcoin's fair value, and the role of developer activity in blockchain ecosystems. Additionally, they analyze how to value blockchains and the serious nature of meme coins in the investment landscape.Chapters:00:00 Introduction Michael Nadeau02:09 Understanding Bitcoin vs. Other Cryptos03:30 The Unique Nature of Bitcoin05:16 Bitcoin's Correlation with Other Cryptos06:20 Market Dynamics and Bitcoin's Influence09:40 Bitcoin vs. Gold: A Misleading Comparison12:21 Liquidity and Its Impact on Bitcoin14:20 Defining Liquidity and Debasement17:51 Assessing Bitcoin's Fair Value21:09 Technical Analysis and Market Trends25:18 Market Outlook for Q427:31 SEC Investigations of BTCTCs30:28 Valuing Layer-1 Blockchains36:40 Real On-Chain Yield: Definition and Implications39:10 Comparing Solana vs. Ethereum42:20 The Role of Developer Activity and Economic Security51:17 Net Dilution Rate and Its Importance54:41 Analyzing Meme Coins: A New PerspectiveCheck out our sponsors👇https://mining.blockwaresolutions.com/lnmsBlockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥https://bitbox.swiss/lnmsBitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥Follow Michael Nadeau:https://x.com/justdeauithttps://thedefireport.io/Follow me👇Twitter - https://x.com/pahuegNostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8Get the latest in finance, crypto, and Bitcoin. Our newsletter provides clear, concise and actionable insights. Don't miss out—check out our Newsletter and subscribe today! 🔥⬇️https://substack.com/@lessnoisemoresignalBitcoin Book 👇Order from Europe: https://www.amazon.de/dp/1967693013Global: https://www.amazon.com/-/de/dp/B0F9W8Y283Thank you for subscribing to our channel! We’re excited to have you with us!#DeFi #Bitcoin #Cryptocurrency #OnChainData #Valuation #Liquidity #Ethereum #Solana #MemeCoins #MarketAnalysis #RealOnChainYield #MEV #Gold #CycleAnalysis #WhaleRetentionRate

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