Crypto's New Valuation Frameworks with Jordi Alexander and Sam Kazemian

For today's episode, we are discussing the evolving frameworks for understanding value in the crypto markets, with the goal of answering the following:

How do we value digital assets in an ecosystem that's constantly evolving?

We were joined with industry veterans Jordi Alexander and Sam Kazemian who both revealed fascinating insights in how we should think about crypto valuations.

Sam introduces a framework that challenges traditional categories, especially on ETH, the asset. By separating assets into "sovereign commodities" and "labor-representing tokens," he makes the claim that there are really only two types of tokens. Ethereum's position was highly debated here, as Sam thinks the Ethereum community has to rethink the way it is building the narrative for ETH the asset.

Jordi brought up the ideas of "community money" with different types of assets, and how Solana and Dogecoin have certain properties specifically. These aren't just speculative assets, but complex ecosystems driven by unique social dynamics. Jordi's insights on community engagement and credible neutrality add crucial depth to this perspective.

We also touched on VCs, unlocks, inflation, and how provenance really impacts the staying power of crypto assets.

Join us for an insightful conversation into these new crypto asset frameworks and discover how they might reshape our understanding of value in the digital age.

The Rollup