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Joseph Lassen Profile picture
Joseph Lassen
@LassenJoseph
Investment Partner @CMT_digital | Tweets are my own, not investment advice | ~wanten-fanbec
Jan 19, 2022 • 13 tweets • 5 min read
Have you ever wondered if L1 valuations follow Metcalf's Law? If so, I did the hard work for you and ran the numbers to find out. We look at $BTC, $ETH, $BCH, $ETC, $DOT, $ADA, $DOGE, $DCR, $DASH, $ALGO, and $LTC. tldr; it's... not that great, but close in some cases. More below: All data as of Jan 10, 2022. Here is the summary of the results if you don't want to look at visuals for each individual coin:
Dec 11, 2021 • 41 tweets • 10 min read
I spent 2 months doing a deep dive into DEXs, Governance Tokens, Staking, and Liquidity Pools. What I found was not expected. Rather than being considered low risk, DEX investments can have lots of risk, but if executed properly offer investors massive alpha. Let's dive in: Image Something that is still missing from the Web3 discourse is a new fundamental understanding of intrinsic value as it pertains to decentralized assets. Traditional financial investment philosophy has offered standardized models of intrinsic value calculations across numerous styles