Uncommon Core 2.0

How to value Cryptoassets? - With Su Zhu and Hasu

Nov 10, 2021

01:04:03

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Highlights

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Episode notes

Determining the Importance of Community Numbers in Projects

00:24

The Cyclicality of Proof of Stake

00:21

Valuation Models in Crypto

00:23

Am Sought to Flow Is a Prime Example of This, Right?

04:03

Introduction

4min

Am Sought to Flow Is a Prime Example of This, Right?

4min

Is Value Investing a Disaster?

2min

Is There Really Such a Thing as an Absolute Approach?

4min

What's the Value of a Coin?

4min

What the Market Will Do Next?

4min

The Value of a Bitcoin

5min

Coins Are Going Up, So What Tribes Are Sustainable?

1min

Is There Really a Difference Between Utility and Value?

3min

10.

What's the Biggest Tripe in Cryptocurrency?

4min

11.

Are De Fi Ponse Games Going to Fail?

4min

12.

Proof of Stakes

2min

13.

Cryptocurrency and Encyclicality in the Markets?

6min

14.

What Valuation Framework Will Work Best Over the Next Six Months?

3min

15.

The Incipient Use Case of Cryptocurrency

5min

16.

Is It Harder to Predict the Future of the Internet?

5min

17.

What Is a Massad Option?

3min

With BTC and ETH making new ATHs, new and old investors are asking themselves the same question: How do you value cryptoassets?

Listen to conversations between Su Zhu, the CEO and CIO of Three Arrows Capital, and Hasu, an experienced crypto researcher and writer. Together with occasional guests, we explore the transformative nature of trust-minimized currency and financial services.

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