Charlie Perkins
@charlieperk4
Research @Grayscale | Prev Securitized Products @BNYglobal | CFA | Opinions are my own. Disclosure:
585 Following 177 Followers
"Token Value Accrual" is one of the most commonly used phrases... but what does it really mean?
The relationship between capital returns (buybacks, burns, staking) and token supply (vesting, emissions, etc.) is critical to evaluating token valuation analysis.
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A new digital asset class is emerging 👀
⛏️ Miners: watts -> hashrate -> bitcoins
💻 Compute: watts -> gpu/hrs -> tokens
Is 60/40 dead?
The #ALTification# of portfolios is already underway.
