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