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.
Santi's out so it's Jason with the Bell Curve crew today!
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Timestamps:
(00:00) Introduction
(02:16) Activist Investing: Aragon DAO
(13:51) Will TradFi Have a Luna Moment?
(20:22) How to Value Tokens
(33:23) “Valora Ad”
(34:19) Uniswap's Fee Switch & the Changing Liquidity Landscape
(45:55) How Jared fromsubway.eth Eats Everyone’s MEV Lunch
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Resources:
Blockworks Podcast Producer application
https://jobs.ashbyhq.com/Blockworks/236ee9e8-f4ea-47ac-9eb6-f95a44d6c93b
Arbitrum proposal
https://forum.arbitrum.foundation/t/distribution-of-dao-revenue-to-arb-token-holders/14412
Uniswap proposal
https://gov.uniswap.org/t/making-protocol-fees-operational/21198
Robert Miller MEV thread
https://twitter.com/bertcmiller/status/1656392876438462464
Relay Scan
https://www.relayscan.io/
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Disclaimer: Nothing said on Empire or Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
