In this episode of Tascha Labs podcast I talk about: A valuation framework to assess blockchain platforms. Impact of token supply on price. https://www.youtube.com/watch?v=8HnNNTHrtRg Episode notes 1. A valuation framework to assess blockchain platforms 00:57 – What will determine the price of a blockchain native token?…
A valuation framework & market cap projection for major blockchains— See which chains are the most *overvalued* vs *undervalued* right now: At any point in time you can think of a blockchain platform’s valuation as determined by 3 things: 1- adoption & usage 2- platform moat 3- crypto…
Does token supply affect price? If so, by how much? Here’s result from 1k largest tokens over past 3 yrs. The data may surprise you 👇 As you may suspect, simple answer to 1st question is yes. Supply grows—> price drops, other things equal. Simple answer to 2nd…
One day last year I was debating with a dear friend– who’s a bit of an ethereum maxi– about Ethereum vs other L1s. He said, “Once Eth L2 rollups are up and running, cost and speed advantages of other L1s won’t exist anymore.” I said, “I’m bullish on…
In this episode of Tascha Labs podcast I discuss: · where we are in the market cycle for equity and crypto · how this bear market is different from previous lengthy market downturn such as 2008/09 cycle and what it means for market rebound pattern going forward ·…