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11min chapter
What's a Fair Value for Crypto Networks Like BTC, ETH and SOL? - Ep. 721
Unchained
Valuing Crypto Networks: Examining Layer Dynamics
This chapter explores the valuation methods for cryptocurrency networks like Ethereum and Solana, particularly through the lens of network fees and intrinsic value. It delves into the intricate economic relationships between Layer 1 and Layer 2 solutions, addressing misconceptions that could lead to misguided evaluations. The discussion culminates in insights on how applications are expected to dominate cash flows in the crypto space, while also considering the implications for sustainability and profitability.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode