Episode Details
| Title | What's a Fair Value for Crypto Networks Like BTC, ETH and SOL? - Ep. 721 |
|---|---|
| Date | 10/18/2024 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $DAPP - Applications built on blockchain networks are expected to capture the majority of cash flows in the long run, suggesting significant value potential in the app layer of the crypto ecosystem.
- “It seems obvious that applications, not general purpose networks, will capture the majority of cash flows generated in these systems over the long run.” - Jon (26:01)
- 🟢 $ETH - 🔒
Bearish:
- 🔻 $ZOMBIE - 🔒
- 🔻 $POW - 🔒