The Case for Defi - with Richard Galvin, Su Zhu, and Hasu
Uncommon Core 2.0
How Do You Think About Valuing the Defe Prodocots?
There are some similarities to traditional assets, and then there's a lot of differences. One of the things that got us most excited about investing in defi was the fact that you could attempt traditional valuation mythodology on some of these tokens. That opens up a whole new world of potential investors into space. If we build a thesis oround value, and the market sells off 30 or forty %, it's a lot easier to hold a token that the valuation still stays the same.
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