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Unchained
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Low float and high fully diluted valuation (FDV) coins have been a hot topic in crypto this year. Yet, understanding these coins' unrealized gains is critical for truly grasping their pricing.
In this episode, Jose Macedo of Delphi Digital and Ari Paul of BlockTower Capital dive deep into metrics that help assess a coin’s true value. They discuss why upcoming token unlocks may put downward pressure on the market, how token unlocks could be better structured for long-term success, and whether VCs are extracting more value than they contribute.
Cheaper Fees and No More Free Lunch for Layer 2s? Inside Ethereum's Fusaka Upgrade - Ep. 966
DEX in the City: Class Actions in Crypto Are on the Rise. Are They More Dangerous Than SEC Enforcement?- Ep. 968
Bits + Bips: Vanguard's Crypto U-Turn, Tether/MSTR FUD & Picking Future Winners - Ep. 967
The Chopping Block: In Defense of Exponentials – Haseeb Reads His Viral Essay - Ep. 965
Uneasy Money: Monad Soars After Launch. Was Its Slow ICO an Advantage in the End? - Ep. 963
DEX in the City: Insider Trading and Crypto: What the Law Actually Says - Ep. 962