Valuation Frameworks
Jonah discusses the importance of a holistic approach to valuing cryptocurrencies, emphasizing that a singular model is insufficient. He argues for a synergy of multiple valuation inputs, highlighting the need to understand what drives long-term value in crypto assets. The conversation also touches on how metrics like Rev can capture value from transaction activity, but stresses that broader secular value drivers are at play.In this clip
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Introducing RSOV: A Better L1 Valuation Metric than REV | Jonah Weinstein
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