How to Value a Cryptoasset

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[00:04:58] – (First Question) – Chris’s overall method for evaluating cryptocurrencies

[00:05:14]– Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond

[00:06:47] – The equation exchange

[00:11:19] – Bonding

[00:12:35] – How bonding may represent a more efficient way of representing consensus over proof of work

[00:14:29] – Why the amount being bonded and held should be taken out of the float

[00:16:58] – Using bitcoin as an example to figure out remittances in the PQ side

[00:18:31] – Looking at the velocity of various crypto-assets

[00:21:04] – Chris’s impression of the different way of categorizing various crypto assets

[00:24:37] – Explaining Auger as an example of a crypto token

[00:25:38] – How could these networks be impacted by not having any censorship

[00:27:57] – Exploring the gap between expectation vs reality in the value of cryptocurrency

[00:30:43] – Other ways of valuing these crypto assets

[00:30:50] – Hash Power Podcast Documentary

[00:33:32] – Explaining the idea of billion dollar a day onchain transactions

[00:36:05] – How to measure the value of the underlying network

[00:36:37] – Nic Carter (twitter)

[00:37:13] – What are the variables that matter when investing in cryptocurrency on a long-term horizon

[00:39:24] – Determining when it’s better for a network to be centralized vs decentralized

[00:42:03] – Networks that Chris is most excited about

[00:44:06] – Understanding the consumption side of the Steam marketplace

[00:47:27] – How does Chris evaluate existential risk of networks

[00:51:09] – Could these assets really ever go to zero?

[00:54:07] – Is there a scenario in which velocity gets so high that it negatively affects the price

[00:56:10] – What are the unknowns of cryptocurrency that Chris is most interested in

[00:56:24] – Cryptoasset Valuations (Medium)