In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Chris Burniske about crypto asset valuation. Chris shares his framework for valuing cryptoassets, emphasizing the equation of exchange (MV=PQ) to assess the utility value of cryptoassets, and differentiating between cryptocurrencies, cryptocommodities, and cryptotokens. The conversation covers the importance of factors like velocity, adoption curves, and the quality of the underlying community and developers. They also discuss the potential for emerging valuation methods, such as the NVT ratio, and the existential risks facing decentralized networks.
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