Crypto may be nearing a critical inflection point, but one foundational problem still lacks consensus: how do you actually value a blockchain network?
We sit down live from the Digital Asset Summit in New York to unpack crypto valuations through institutional and market structure lenses.
We explore cash flow vs. scarcity, network effects, revenue limitations, market share dynamics, and why a shared valuation framework may be the final hurdle for crypto maturity. Enjoy!
TIMESTAMPS:
00:00 Intro
04:16 Crypto Valuation Models Are Broken
09:22 Revenue Isn’t the Answer
15:21 One Asset Class or Many?
17:40 Blockworks Investor Relations
18:28 Network Effects Need Revenue
24:13 Blockspace Isn’t A Commodity
29:31 Institutions Need Intellectual Permission
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DISCLAIMER
Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
