How to Figure Out Whether a Crypto Token Is Worth Its Trading Price
The problem of low float, high fully diluted valuation (FDV) coins is one that is frequently discussed in crypto. But there’s another wrinkle: investors need to understand the unrealized gains of these coins to really understand the price. In this episode, Jose Macedo of Delphi Digital and Ari Paul of Blocktower Capital explain the various metrics that reveal what a coin is really worth, why a wave of token unlocks that will be hitting the crypto markets in the next few years are not bullish, and whether there is a better way to design token unlocks for teams and insiders. Plus, they cover whether venture capitalists are extractive to crypto, whether these games with circulating supply and FDV have caused investors to turn to memecoins, and why they believe the ICO era was better for retail investors.
How Merlin Chain Aims to Make Bitcoin Fun Again!
Jeff is the Founder of Merlin. In this episode, we discuss how Merlin Chain aims to make Bitcoin fun again. We interview Jeff about why we need a Bitcoin L2 (or sidechain) like Merlin, how they grew it to nearly $3B in liquidity deposited since launching in Feb 2024, and how to get started as a user. ------ 🔗 Essential Show Links 🔗 ► Youtube: https://youtube.com/@DeFiDad ► Apple: https://tinyurl.com/edgepod ► Spotify: https://tinyurl.com/edgepodspotify ► Linktree: https://linktr.ee/edge_pod ► Follow DeFi Dad: https://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI https://summer.fi/?utm_source=DeFidad 🚀 FLAT MONEY | FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH https://flat.money/ 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID https://fluid.instadapp.io/ 🍵 MATCHA.XYZ | THE BEST PRICE ON OVER 5 MILLION TOKENS https://matcha.xyz/?utm_source=theedgepodcast&utm_campaign=2q24 🧑🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS https://www.mantle.xyz/ 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH https://puffer.fi/ 💰 TELLER | DEFI'S CASH ADVANCE https://teller.org/ 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS https://moonbeam.network/ ------ Timestamps 0:00 - Intro 3:57 - Founding Merlin 6:20 - Why build a Bitcoin L2? 10:22 - Is Merlin an L2 or sidechain? 11:40 - What makes Merlin a better UX? 15:25 - Bootstrapping community growth 19:41 - Which dApps have driven growth? 22:45 - Mantle mid-roll 23:38 - What else should be built on Merlin? 25:27 - What is mBTC? 27:01 - How to pay gas? 27:16 - Recommended bridges 28:03 - Utility of MERLIN token 29:29 - How to keep growing Merlin? 32:54 - Puffer, Teller, Moonbeam mid-roll 34:32 - Favorite yields on-chain 35:53 - Roadmap for Merlin 38:25 - Closing ------ 🔗 Guest Links 🔗 ► Merlin Website: https://merlinchain.io/ ► Merlin on Twitter: https://x.com/MerlinLayer2 ► Jeff on Twitter: https://x.com/bitmaptech ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
