Finding Alpha & Being Contrarian | Tushar Jain | Co-Founder of Multicoin | EP #78
Logan Jastremski Podcast
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How to Value Layer One Assets
I think you can value layer ones as a sum of the parts valuation and I think there's three major parts that really matter. The commodity one is pretty easy to understand for people in crypto You need to have ETH or soul or you know, whatever other L1 token in order to pay gas in order to use that network That's kind of like needing oil to make your cargo or you know needing electricity to power your house. These are useful commodities and a portion of them is burned when you use it. so You can pretty easily see how much is being issued of That layer one token you can compare to how much is Being Burned. And you can also project that forward and see,
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