
Is It Time to Sell All Your Ethereum? w/ Michael Nadeau
01/29/25 • 47 min
Is it time to dump all your Ethereum? Today on The Milk Road Show, Michael Nadeau, founder of The DeFi Report, joins us to break down his Ethereum analysis. From the Trump administration's impact on crypto to the rise of Solana and the explosion of L2s, we cover it all. Why Michael believes Ethereum's fundamentals are strong, yet he's still rebalancing his cash.
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💎 Get our expert token ratings with the Milk Road PRO token center:
https://out.milkroad.com/Token-Center-Pod
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SPONSOR
📈 Paying too much for your crypto swaps? ODOS finds the best deals so you don't have to. Join the future of DeFi and swap smarter with ODOS:
https://out.milkroad.com/Odos2024Podcast
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🤑 Bitunix is giving you up to 400 USDT FREE:
https://out.milkroad.com/Bitunix2025Podcast
~~~~~
🥛 Get smarter about crypto with our daily newsletter:
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
💰 Go PRO and become a better investor with the #1 crypto research and analysis: https://link.milkroad.com/pro-podcast
~~~~~
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/X
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👉 Apple Podcasts: https://link.milkroad.com/apple-podcast
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📚 Helpful Resources 📚
Is ETH/BTC finally capitulating?
https://thedefireport.io/research/eth-btc-capitulating
Which memecoin has the most convicted holders?
https://thedefireport.io/research/which-memecoins-have-conviction
PRO | Could Celestia be the next $ETH killer?
https://themilkroad.beehiiv.com/p/could-celestia-be-the-next-eth-killer
~~~~~
📺 Recommended Watching 📺
Bitwise CIO Predicts Major Demand Coming from Countries and Institutions
Bloomberg Analyst Crypto Predictions for Trump's Regulation & ETFs in 2025
What’s Driving Markets? AI, Trump’s Crypto Plan a...
Is it time to dump all your Ethereum? Today on The Milk Road Show, Michael Nadeau, founder of The DeFi Report, joins us to break down his Ethereum analysis. From the Trump administration's impact on crypto to the rise of Solana and the explosion of L2s, we cover it all. Why Michael believes Ethereum's fundamentals are strong, yet he's still rebalancing his cash.
~~~~~
💎 Get our expert token ratings with the Milk Road PRO token center:
https://out.milkroad.com/Token-Center-Pod
~~~~~
SPONSOR
📈 Paying too much for your crypto swaps? ODOS finds the best deals so you don't have to. Join the future of DeFi and swap smarter with ODOS:
https://out.milkroad.com/Odos2024Podcast
~~~~~
🤑 Bitunix is giving you up to 400 USDT FREE:
https://out.milkroad.com/Bitunix2025Podcast
~~~~~
🥛 Get smarter about crypto with our daily newsletter:
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
💰 Go PRO and become a better investor with the #1 crypto research and analysis: https://link.milkroad.com/pro-podcast
~~~~~
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/X
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Spotify: https://link.milkroad.com/spotify
👉 Apple Podcasts: https://link.milkroad.com/apple-podcast
~~~~~
📚 Helpful Resources 📚
Is ETH/BTC finally capitulating?
https://thedefireport.io/research/eth-btc-capitulating
Which memecoin has the most convicted holders?
https://thedefireport.io/research/which-memecoins-have-conviction
PRO | Could Celestia be the next $ETH killer?
https://themilkroad.beehiiv.com/p/could-celestia-be-the-next-eth-killer
~~~~~
📺 Recommended Watching 📺
Bitwise CIO Predicts Major Demand Coming from Countries and Institutions
Bloomberg Analyst Crypto Predictions for Trump's Regulation & ETFs in 2025
What’s Driving Markets? AI, Trump’s Crypto Plan a...
Previous Episode

What’s Driving Markets? AI, Trump’s Crypto Plan and the FED w/ Lark Davis
Is a small AI company in China about to eat America's lunch? Did Trump's crypto executive order just change the game? And what does the Fed have up its sleeve? Join us for a wild ride through the biggest crypto news of the week, featuring legendary investor Lark Davis! Buckle up, it's going to be a bumpy ride!
~~~~~
💎 Get our expert token ratings with the Milk Road PRO token center:
https://out.milkroad.com/Token-Center-Pod
~~~~~
SPONSOR
📈 Paying too much for your crypto swaps? ODOS finds the best deals so you don't have to. Join the future of DeFi and swap smarter with ODOS:
https://out.milkroad.com/Odos2024Podcast
~~~~~
🤑 Bitunix is giving you up to 400 USDT FREE:
https://out.milkroad.com/Bitunix2025Podcast
~~~~~
🥛 Get smarter about crypto with our daily newsletter:
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
💰 Go PRO and become a better investor with the #1 crypto research and analysis: https://link.milkroad.com/pro-podcast
~~~~~
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/X
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Spotify: https://link.milkroad.com/spotify
👉 Apple Podcasts: https://link.milkroad.com/apple-podcast
~~~~~
🎙 GUEST INFO 🎙
Lark Davis' X: https://x.com/TheCryptoLark
Lark Davis' YouTube: https://www.youtube.com/@TheCryptoLark
Lark Davis' Newsletter: https://thewealthmastery.io/subscribe/subscribe-tw-organic/
~~~~~
⏱ TIME POINTS ⏱
00:00 - Intro
01:40 - Odos
02:20 - DeepSeek R1 and its implications
13:29 - Overview of Trump's executive order for crypto
16:44 - Consequences $TRUMP being a collectible
20:16 - What happened with the SAB121?
22:33 - What to expect from the upcoming FED meeting?
26:20 - What could be the next catalyst that will pump the market?
29:13 - Are you prepared for the crypto rollercoaster?
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Invest...
Next Episode

FED Holds Rate + Why Trump Administration Is a Massive Risk for Crypto w/ Capital Flows
The Fed holds rates...But what does it mean for crypto? Is the Trump administration a hidden danger for your crypto investments? Today, Capital Flows is joining us on The Milk Road Show. We dissect the Fed's recent decision to hold interest rates steady and explore its ripple effects on the crypto market. We also examine the current macro landscape, the influence of global liquidity, and the potential for a Bitcoin "melt-up" scenario.
~~~~~
SPONSOR
📈 Paying too much for your crypto swaps? ODOS finds the best deals so you don't have to. Join the future of DeFi and swap smarter with ODOS:
https://out.milkroad.com/Odos2024Podcast
~~~~~
🤑 Bitunix is giving you up to 400 USDT FREE:
https://out.milkroad.com/Bitunix2025Podcast
~~~~~
🥛 Get smarter about crypto with our daily newsletter:
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
💰 Go PRO and become a better investor with the #1 crypto research and analysis: https://link.milkroad.com/pro-podcast
💎 Get our expert token ratings with the Milk Road PRO token center:
https://out.milkroad.com/Token-Center-Pod
~~~~~
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/X
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Spotify: https://link.milkroad.com/spotify
👉 Apple Podcasts: https://link.milkroad.com/apple-podcast
~~~~~
📚 Helpful Resources 📚
The Risk Of China And It's Geopolitical Implications On Global Liquidity
https://www.capitalflowsresearch.com/p/the-risk-of-china-and-its-geopolitical
The Trump Administration Is A Massive Risk For Crypto
https://www.capitalflowsresearch.com/p/the-trump-administration-is-a-massive
~~~~~
📺 Recommended Watching 📺
Critical Macro Update: Fed Cuts, Market Crash & 2025 Alpha w/ Capital Flows
~~~~~
🎙 GUEST INFO 🎙
Capital Flows' X: https://x.com/Globalflows
Capital Flows' Substack: https://www.capitalflowsresea...
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