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Podcast: Bell Curve
Episode: How to Value Crypto Tokens: Fees, Flows or Fugazi | Roundup
Description: 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- -F...