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Mira Christanto
asiahodl
1/ Memes only get you so far. Tokens eventually meet gravity and trade on valuations.So how do you value DeFi Lending tokens? $AAVE, $COMP, $ALPHA, $MKR, $CREAM Threadhttps://messari.io/article/a-closer-look-at-defi-lending-valuations 2/ Wh
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1/ Real talk: How does BRRRRRR translate to higher crypto prices?All the answers to your questions in plain English --> https://messari.io/article/modern-monetary-theory-and-its-impact-on-crypto 2/ There are 2 types of investors: those w
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@UniswapProtocol and DEXs are off to a roaring start with volumes to smash Sept-20 highs.But how valuable are DEXs actually? We price the largest in the world, $UNI. Thread AMMs
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Might 2020's Winners outperform again? We look back to explain the winners by sectorDeFi, Lending, Borrowing, Asset Mgmt, DerivExchanges, DEXWeb3, Data Mgmt, Storage, GamingPrivacy & Private TransactionsLayer 1, Interoperability&
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Following Coinbase's IPO announcement, we value the company at $28 billion. Coinbase is one of the most prominent exchanges with $1 billion daily volume in Dec-20. Check out our model
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Instituional adoption of #bitcoin is just beginning. Why is >80,000 $BTC in corporate balance sheets? 1. Outperforming indices by 15x2. Highest Sharpe ratio, highest risk-adjusted returns3. Lowest correlations to
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