Debate: How to Value an L1 Token
Episode publishedPodcast: EmpireEmpire
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From my perspective for investors where we wanna understand what exactly is the bet we're making here. When we look at everything at the ground level and understand what we're being paid in and it's really about are people buying and holding this token long term. And and, and when you model that forward, I think, you know, for us, that's that's how we think about the bet and, for all tokens.
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Pleasure to be here. Thanks
for having me. You're
smiling and laughing already, Dan? Yeah.
Just listening to that that sentence. We're talking about REV and RSOV. Like, we still can't name things
We lost we lost half the listeners already, and it's gone. Yeah. Jonah, maybe I'd toss it to you. I think there's a conversation we had before getting into the nerdiness of REV and RSOV and these metrics and the how how to how to actually do it. I think there's a question of why we're doing this. Sure. Why do why do we need better metrics? Why do we need these valuation frameworks? What's the setup for this conversation?
Yeah. I think the big thing is, you know, for investors, like myself, and like a lot of the listeners, we wanna understand really the the opportunity we're underwriting. So we wanna understand what drives the returns. We wanna understand where the risks are. And, and as long as we can know our bet, right, we can do that. Or as long as we know our bet, we can do that. And, and so we came up with this framework that we feel like really represents the bet, we're making.
So maybe to put it in different terms, we are looking to we're trying to create a metric that tells us will the token price go up. Is that a fair?
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