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12min chapter
Fidelity's Bull Case For Ethereum
Bankless
Determining the Value and Growth of Ethereum
This chapter explores the outputs of a discounted cash flow (DCF) model for Ethereum and discusses the key factors that affect its value, including the growth rate and terminal growth rate. It introduces a framework called expectations investing to determine market expectations for Ethereum's growth, compares the growth rate of crypto networks to emerging economies, and examines how institutional investors view these investments. The chapter emphasizes the importance of looking at the growth of the entire industry and concludes with a discussion on the reception of a research report among institutional investors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode