How to Value Crypto Tokens: Fees, Flows or Fugazi | Roundup
Bell Curve
Shownotes Transcript
In today's episode, we discuss frameworks for valuing crypto projects. The fellas debate token buybacks vs dividends, fundamentals vs flows, protocol revenue vs supply-side revenue and how these factors impact investor valuation frameworks. We also explore activist crypto investing, jaredfromsubway's MEV strategy and more!
Timestamps:
(00:00) Introduction
(01:59) Activist Investing: Aragon DAO
(13:34) Will TradFi Have a Luna Moment?
(20:05) How to Value Tokens
(33:06) Uniswap's Fee Switch & the Changing Liquidity Landscape
(44:42) How Jared fromsubway.eth Eats Everyone’s MEV Lunch
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Resources:
Blockworks Podcast Producer application
https://jobs.ashbyhq.com/Blockworks/236ee9e8-f4ea-47ac-9eb6-f95a44d6c93b)
Arbitrum proposal
https://forum.arbitrum.foundation/t/distribution-of-dao-revenue-to-arb-token-holders/14412)
Uniswap proposal
https://gov.uniswap.org/t/making-protocol-fees-operational/21198)
Robert Miller MEV thread
https://twitter.com/bertcmiller/status/1656392876438462464)
Relay Scan
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.