Tokens

A collection of 40 posts

Article

How to value DeFi tokens

A framework for evaluating DeFi tokens featuring MKR.

Article

Is Lido Undervalued?

A deep dive on Lido and the LDO token

Article

WTF is Olympus DAO??

A look into this unique crypto monetary experiment and the (3,3) meme

Article

Is PERP Undervalued?

A full analysis of Perpetual Protocol including a DCF on the PERP token

Article

$500m in meme coins...now what?

How a bizarre $500m donation of meme coins turned into a successful coordination game between two massive internet communities

Article

Is Convex the YFI killer?

Making sense of the the yield wars at the intersection of Curve, Yearn, and Convex

Article

Ren's Trillion Dollar Opportunity

Exploring the potential for interoperability and how Ren plays a role in this future

Article

The Case for $100 SUSHI

Using a financial valuation model to make the case for $100 SUSHI

Article

Token Metrics You Should Know

Over a dozen metrics to consider when valuing a DeFi protocol token

Article

How to earn token airdrops

9 DeFi Projects that might have a future airdrop (so start using them!)

Article

Bankless Q3 Token Report

The rise of the ownership economy

Article

The Bull Case for Social Tokens

Exploring the world of social tokens and their potential

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A framework for token value flows

Exploring crypto capital assets and the distribution of their value flows

Article

Rise of the Cryptodollar

How stablecoin interest rates will rise and fall in the DeFi economy and why it matters

Article

Evaluating MKR’s Tokenomics

The Buyback and Burn model changes EVERYthing