Dan Smith

Jonah Weinstein, a crypto-focused Portfolio Manager at SkyCatcher, joins forces with Dan Smith, Lead Researcher at Blockworks, for a deep dive into valuing L1 tokens. They debate the merits of REV versus RSOV metrics, exploring how these frameworks redefine investment strategies. The duo highlights the unique characteristics of Layer 1 tokens, their potential as monetary instruments, and the dynamic interplay among stakeholders. With insights into user demand and market valuations, they provide a fresh perspective on the evolving crypto landscape.

Join Dan Smith, Head of Data at Blockworks Research, Felipe Montealegre, CIO of Theia Research, and Louis T, Investment Partner at L1D, as they unveil the groundbreaking Token Transparency Framework. They dive into how this framework aims to enhance trust in the crypto market, discussing lemon markets and the risk premiums of tokens versus traditional assets. Insightful anecdotes, including token horror stories and real-world implications, highlight the pressing need for transparency and accountability in the ever-evolving crypto landscape.

Dan Smith, a crypto analyst from Blockworks Data specializing in Solana and decentralized exchanges, shares insights on the current state of Solana DeFi. They discuss the prevailing bearish sentiment surrounding the market and examine Ethereum's influence on community morale. The conversation dives into innovations in decentralized lending, exploring standout projects like Morpho and Euler. Additionally, they highlight the dynamics of liquidity, the rise of AI in DeFi, and the integration of Bitcoin on-chain, pointing to potential future growth despite challenges.

Dan Smith, Head of Data at Blockworks and former co-host of Lightspeed, dives into the flaws of traditional crypto metrics. He explains why revenue (REV) is a crucial indicator, outperforming metrics like active addresses. The discussion highlights Solana's rise over Ethereum through revenue analysis and Base's position in the Layer 2 landscape. Additionally, they unpack recent crypto payment acquisitions and the implications of Trump's proposed U.S. token reserve, emphasizing the importance of accurate blockchain revenue reporting.

Felipe Montealegre, CIO of Theia Research with expertise in tokenomics, Dan Smith, Head of Data at Blockworks Research, and Louis T, Investment Partner at L1D focusing on early-stage crypto projects, discuss the groundbreaking Token Transparency Framework. They reveal how this framework aims to boost industry trust by standardizing disclosures and protecting investors. The conversation dives into the challenges of asymmetric information in the token market, the impact of equity risks, and the need for transparency to elevate project credibility.

Dan Smith, Head of Data at Blockworks, dives into the new Token Transparency Framework designed to boost clarity in the crypto space. He highlights the imperative for transparency to attract institutional investment and build trust. The discussion navigates the complexities of token markets, drawing parallels with traditional markets and underscoring the importance of legal protections. Smith emphasizes how the framework can help assess token projects more effectively, enhance investor confidence, and combat the challenges posed by speculative market behavior.

Dan Smith, Head of Data at Blockworks, Felipe Montealegre, CIO of Theia Research, and Louis T, Investment Partner at L1D, unveil the groundbreaking Token Transparency Framework. They tackle the challenges of transparency in the crypto market, drawing parallels to the lemon market phenomenon. The discussion includes token risk versus equity risk, structural issues within the token space, and the impact of recent market trends on valuations. The guests emphasize the need for improved disclosure standards to build investor confidence and elevate industry practices.

Dan Smith, Head of Data at Blockworks, and Louis, Investment Partner at L1D, discuss the revolutionary Token Transparency Framework aimed at clarifying the crypto landscape. They dive into challenges in the token market, comparing it to a 'market for lemons' due to information gaps. The importance of standardized communication and trust among investors is highlighted. They also tackle systemic risks and the need for regulatory measures, emphasizing the framework's potential to elevate industry integrity and improve investor confidence.

Dan Smith, Head of Data at Blockworks, unveils the Token Transparency Framework, which aims to bridge the information gap in the crypto space. He discusses how transparency can reshape token projects and drive mainstream adoption. Louis, an investment partner at L1D, highlights structural issues in the crypto market, likening it to a 'lemon market.' They address the impacts of inadequate legal protections for investors and the need for improved disclosure practices to bolster trust and integrity in the cryptocurrency ecosystem.

Dan Smith, Head of Data at Blockworks, and Louis, Investment Partner at L1D, dive into the innovative Token Transparency Framework aimed at enhancing clarity in the crypto market. They discuss the challenges within the token market, comparing it to lemon markets plagued by information asymmetry. The conversation highlights the distinct risk premiums between traditional assets and tokens, illustrating the valuation disparities. They emphasize the need for standardized information to foster trust and accountability, ultimately paving the way for a more transparent crypto landscape.