4 Comments

Excellent as always. Would add gas fees and possibility of user error (send ETH to a BTC address etc) to current DeFi premium.

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Got into crypto April 2021. Sold S&P 500 etf. Incurred capital gains taxes. Purchased corn and defi 1.0. Achieved negative return. S&P 500 has 30% return.

IM CRYINF SO HARD RN

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In your DCF models when calculating the cost of equity, is this the framework you use? Ex. AVAX:JOE and what do you use as a Beta? Rusty on my DCFs but want to get them adjusted for griptoe. Maybe a NGMI post for the future.

Also, any thoughts on ERC4624 and its implications?

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