Supply and Demand Dynamics
Jonah discusses the intricate relationship between supply growth and price in commodities, asserting that while revenue may trend towards zero, the inherent store of value remains constant. He emphasizes the durability of transaction ordering as a revenue driver, highlighting that unlike other aspects, it faces fundamental supply constraints. As demand for non-government money rises, he anticipates a compression of staking yields, driven by increased inflows and store of value demand.In this clip
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Introducing RSOV: A Better L1 Valuation Metric than REV | Jonah Weinstein
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