fejau
@fejau_inc
Head of content @blockworks | Podcast @forwardguidance
Joined May 2015
1.2K Following 82.9K Followers
The crypto industry is reinventing discounted cash flow analysis from first principles
A better framework for evaluating tokens is here.
Token Revenue: A token's direct claim on protocol value — distributions, buybacks, and burns.
Token Emissions: The costs token holders subsidize — public (incentives, etc) and private (unlocks, etc).
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