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Intro
This chapter revisits a critical conversation on the valuation of cryptocurrency tokens, exploring key concepts like circulating supply and token unlock mechanisms. It also addresses the impact of SEC regulations on retail investors and offers valuable insights for navigating the volatile crypto market.
Low float and high fully diluted valuation (FDV) coins have been a hot topic in crypto this year. Yet, understanding these coins' unrealized gains is critical for truly grasping their pricing.
In this episode, Jose Macedo of Delphi Digital and Ari Paul of BlockTower Capital dive deep into metrics that help assess a coin’s true value. They discuss why upcoming token unlocks may put downward pressure on the market, how token unlocks could be better structured for long-term success, and whether VCs are extracting more value than they contribute.
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
High FDV and unlocks:
Solutions:
Timestamps:
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