Note dell’episodio
Crypto may be nearing a critical inflection point, but one foundational problem still lacks consensus: how do you actually value a blockchain network?
We sit down live from the Digital Asset Summit in New York to unpack crypto valuations through institutional and market structure lenses.
We explore cash flow vs. scarcity, network effects, revenue limitations, market share dynamics, and why a shared valuation framework may be the final hurdle for crypto maturity. Enjoy!
TIMESTAMPS:
00:00 Intro
04:16 Crypto Valuation Models Are Broken
09:22 Revenue Isn’t the Answer
15:21 One Asset Class…
