Episode Details

The LayerZero/Wormhole Bidding War Shows How to Value a Crypto Business - Ep. 890
8/22/2025
Unchained

Key Insights

Bullish:

  • 🟢 $CRYPTO - The cryptocurrency market is maturing, with increasing sophistication in valuation methods and growing regulatory clarity. This evolution is expected to drive continued growth and attract more investment in the crypto industry.
    • I think this adds to the maturity of the space. It's no longer just YOLO or a number go up or, you know, when token or air drops. It's how can we analyze these things from a fundamental level and actually apply traditional multiples to them to make sense of what the valuation could be.” - David (1:09)
    • I think you're going to continue to see this, you're going to see the velocity of this continue over the course of the next six months throughout the rest of the year. And I definitely think that from an M and standpoint, the regulatory clarity that we're starting to get with Genius and obviously not with Clarity and obviously the very public vocation of support for this industry and the asset class from the administrator and the regulators, I mean, Esther Paris is basically calling out for anybody in Chicago who's building in the space who might be an early stage company.” - David (36:11)
  • 🟢 $ONCHAIN - 🔒
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟢 $STARGATE - 🔒
    • Sign up to see full quotes, jump to timestamps, & more