Alex Treece, the president and cofounder of Zabo, joins the show.
- How a background in private equity equipped him to think about crypto as a asset class
- Why Alex founded his startup, Zabo
- Why there are so few successful examples of utility tokens
- How tokens sit in the asset class taxonomy
- Why token value accretion is reliant on an informal contract with the issuer
- Distinctions between tokens that represent real world securities and natively accretive cash flow tokens which resemble securities
- Why he's thinks that blockbuster token sales are a thing of the past
- Revisiting his old prediction that Bitcoin would outperform in a recession
