A valuation framework for blockchain platforms | impact of token supply on price

[@tslim5578]

as always great video, but are we take into the account the factor of growth? growth of a block chain?

[@jerryzhang1408]

Thanks for the insights. QQ about the platform-specific markups in your model, are they allowed to change over time? as the competitive landscape changes over time, so should any blockchain's moat

[@cryptofunded]

Tascha, how does the formula work? There is no division? Then it wouldn't basically change the total crypto market cap becasue DAUs and Daily trasnsactions are basically nothing compared to it

[@LithiumHardRock]

any chance you can value the FLARE network?

[@JAShansky]

Valuable stuff, unique angle but imo the info would be better served if you read the questions in advance and did light prep for clear answers in advance

[@kkkrverma]

Love the way people get triggered because she called XRP undervalued according to her model. I feel is that people really don't understand how to value XRP because its so different use case than the classic DeFi protocols and that's fine. They end up valuing it from same viewpoint as "no one needs XRP" without understanding the problem of nostro-vostro in payments which no CBDCs can solve or "ripple owns so much XRP" without looking at it closely in which case its completely opposite. I am myself a DeFi developer on ETH/AVAX/FTM but love XRP and what it brings to the table. However to understand its value proposition requires more thinking and less speaking which people don't do.

[@xOGxAesop]

How the fuck do you only have 10k subs. That is crazy.