A valuation framework for blockchain platforms | impact of token supply on price

A valuation framework for blockchain platforms | impact of token supply on price

Author: Tascha Labs December 29, 2022 Duration: 54:42
In this episode of Tascha Labs podcast I talk about: A valuation framework to assess blockchain platforms 👉 https://taschalabs.com/the-most-overvalued-undervalued-blockchain-platforms-right-now/ Impact of token supply on price 👉 https://taschalabs.com/the-curious-effect-of-token-supply-on-price/ Timestamp 00:00 - Introduction 1. A valuation framework to assess blockchain platforms 00:57 - What will determine the price of a blockchain native token? 07:40 - How is this useful for investment? 09:30 - Results of the analysis 11:05 - On “overvaluation”, “undervaluation” and “predicted value” terminology 14:15 - How this model can be used for any tokenized platforms 18:13 - Why do I only run the model with 12 blockchains? 19:51 - How is this model different from the cash flow-based model? 23:43 - Regarding undervalued tokens - Is it because of high inflation? 24:51 - Do Solana’s transactions include voting transactions? 25:26 - Regarding XRP result 31:44 - What does higher platform-specific markup mean? 33:40 - Regarding people having different opinions 2. Impact of token supply on price 34:47 - How was the analysis done? 35:33 - Result of the analysis 44:12 - Is token supply a good metric when losing private key cases are not included? 45:15 - Do NFTs have the same price mechanisms regarding the token supply versus price? 46:15 - Is crypto over? Will policy change affect how assets are priced? 49:38 - Does this model take into account veTokenomics? 52:53 - Can we split it into subcategories? 53:30 - How supply shrinkage affects price in the bull versus the bear market?

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The Tascha Labs Podcast operates at the intersection of global economics and digital assets, framing crypto investment through a macro lens. Each episode is built directly from questions submitted by the audience, creating a dynamic and responsive dialogue on blockchain and Web3. Tascha dissects complex market developments, technological shifts, and economic trends, translating them into actionable insights. You’ll hear detailed analysis that avoids hype, focusing instead on the underlying forces that drive value and risk in this volatile space. This approach makes the podcast a resource for anyone looking to navigate cryptocurrency with a strategic, long-term perspective. The discussions are grounded in real-world economics, offering a framework to understand not just what is happening, but why it matters for your portfolio and financial freedom. It’s a direct line to the kind of nuanced conversation often missing from mainstream crypto coverage. For continued learning beyond the audio, Tascha Labs offers a free newsletter designed to complement the themes explored in each episode. Tune in for a clear-eyed, question-driven analysis of where digital assets fit within the broader global financial picture.
Author: Language: English Episodes: 44

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