The Blockcrunch Podcast

#52 Deep Dive in Crypto Valuation Methods - Dan Zuller (Vision Hill Advisors)


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Can crypto be valued? How have institutional investors valued cryptoassets? Vision Hill Advisor's Dan Zuller joins me in this deep dive into all things crypto valuation:

  • Does "MV = PQ" make sense for utility tokens?
  • What good is Metcalfe's Law?
  • Do token burns accrue value?
  • Case study on Maker valuation

Sponsored message: Crypto investors - get a loan with your cryptoassets with SALT

Support the show:

  • Pay with Dai here
  • BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
  • ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

Host: Jason Choi (@MrJasonChoi). 

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Resources:

  • Dan's Twitter thread on value vs. price

  • Vision Hill Maker model
  • Relay node newsletter (Asia crypto events)

  • Libsyn link

  • Apple Podcast

  • Stitcher

  • Spotify

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Intro music by Phortissimo.

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. The Spartan Group and its clients may hold positions in assets described in the episode. Detailed disclaimers available at jasonchoi.me and spartangroup.io/disclaimer

 

 

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The Blockcrunch PodcastBy Jason Choi

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