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In this episode, we dive into the challenges of valuing digital assets with Ryan Connor, Jon Charbonneau from DBA, and Matthew Sigel from VanEck. The discussion covers the applicability of traditional valuation models to crypto, the role of sentiment and flows, the impact of tokenomics, and the relevance of technical analysis in the space.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Missed DAS? Join us from June 24th-June 26th at Permissionless IV!
Tickets: https://blockworks.co/event/permissionless-iv
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Follow Jon: https://x.com/jon_charb
Follow Matthew: https://x.com/matthew_sigel
Follow Ryan: https://x.com/_ryanrconnor
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Timestamps:
(0:00) Introduction
(1:59) Do TradFi Valuation Metrics Apply to Crypto?
(7:57) Crypto Native Valuation Metrics
(11:47) How Do Tokenomics Affect Valuations?
(19:18) Using Technical Analysis
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
This episode of 0xResearch explores Bitcoin-backed lending with John Glover, CIO of Ledn. He discusses why Bitcoin is an ideal collateral, how risk management helped Ledn survive market collapses, and the growing demand for Bitcoin-backed loans globally. The conversation also touches on DeFi lending, regulatory challenges, and Ledn’s plans for expanding funding options.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow John: https://x.com/john_w_glover
Follow Marc: https://x.com/marcarjoon
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:07) Why Use Bitcoin as Collateral?
(2:11) Implementing Proper Risk Management
(5:09) Bitcoin-Backed Loans vs Traditional Loans
(7:07) Borrowing Activity
(11:38) Loan Risk Methodology
(12:53) Offering Loans on Other Digital Assets
(16:39) Looking Forward
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
