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Crypto investors love to throw around “FDV” as if it’s the ultimate measure of value. But what if that number is more misleading than helpful?
In this episode, DBA’s Jon Charbonneau explains his proposal to cut Hyperliquid’s supply by nearly half, why he believes FDV overstates real valuations, and how outdated tokenomics are holding projects back.
We also cover whether the Hyperliquid team should take smaller allocations if they cut the token supply and what Jon thinks of Arthur Hayes’ HYPE sale just weeks after saying the token would 10x.
Bits + Bips: How Stocks May Decouple From Bitcoin—and Why TradFi Should Love a HYPE DAT - Ep. 972
Is Strategy's Model Unraveling? What is Driving the Recent Rout and Where It Can Go From Here - Ep. 971
Uneasy Money: Hyperliquid’s Synthetic Equities and the Rise of Protocol Gatekeeping - Ep. 970
The Chopping Block: Token Launch Hype, L1 Wars & Prediction Market Breakouts - Ep. 969
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