How to Value Layer One Assets

3min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

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,

Tushar Jain is Co-Founder of Multicoin Tushar's Twitter: @TusharJain_ Multicoin's Twitter: @multicoincap Multicoin's Website: https://multicoin.capital/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: https://frictionless.fund/ Try out NEW Orca: https://bit.ly/neworca_logan ___ This Podcast was sponsored by Squads (https://squads.so) & Orca (https://www.orca.so/). Squads Protocol: the multisig standard you were looking for on Solana Securely manage your treasury, program upgrades and tokens with your Squad. - Multi-signature - A multisig requires multiple digital signatures in order to approve transactions. This is opposed to individual web3 wallets, which only require one signature. - Security - Multisigs spread the attack vector necessary for your assets to be compromised. By requiring confirmations from multiple private keys, a single point of failure is eliminated. - Collective Ownership - Multisigs allow teams to own and manage their on-chain assets together. You get to choose who is on your multisig. - Self-Custody - Your on-chain assets are always in your team’s control. By securing them in a multisig, you forego the risk of centralized entities losing your funds. ___ Orca is a Concentrated Liquidity Automated Market Maker (CLAMM, for short). - Orca is the easiest place to trade crypto and build applications on Solana. - On Orca, you can trade tokens lightning fast and confidently (thanks to our Fair Price Indicator). Additionally, you can provide liquidity to our concentrated liquidity pools (Whirlpools) to earn trading fees and token emissions.