In today's episode, we discuss frameworks for valuing crypto projects. The fellas debate token buybacks vs dividends, fundamentals vs flows, protocol revenue vs supply-side revenue and how these factors impact investor valuation frameworks. We also explore activist crypto investing, jaredfromsubway's MEV strategy and more!

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Timestamps:

(00:00) Introduction

(01:59) Activist Investing: Aragon DAO

(13:34) Will TradFi Have a Luna Moment?

(20:05) How to Value Tokens

(33:06) Uniswap's Fee Switch & the Changing Liquidity Landscape

(44:42) How Jared fromsubway.eth Eats Everyone’s MEV Lunch

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Resources:

Blockworks Podcast Producer application

https://jobs.ashbyhq.com/Blockworks/236ee9e8-f4ea-47ac-9eb6-f95a44d6c93b

Arbitrum proposal

https://forum.arbitrum.foundation/t/distribution-of-dao-revenue-to-arb-token-holders/14412

Uniswap proposal

https://gov.uniswap.org/t/making-protocol-fees-operational/21198

Robert Miller MEV thread

https://twitter.com/bertcmiller/status/1656392876438462464

Relay Scan

https://www.relayscan.io/

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

How to Value Crypto Tokens: Fees, Flows or Fugazi | Roundup 53:47 Share

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How to Value Crypto Tokens: Fees, Flows or Fugazi | Roundup