In this episode of Tascha Labs podcast I talk about:A valuation framework to assess blockchain platforms 👉 https://taschalabs.com/the-most-overvalued-undervalued-blockchain-platforms-right-now/Impact of token supply on price 👉 https://taschalabs.com/the-curious-effect-of-token-supply-on-price/

Timestamp00:00 - Introduction

1. A valuation framework to assess blockchain platforms

00:57 - What will determine the price of a blockchain native token?07:40 - How is this useful for investment?09:30 - Results of the analysis11:05 - On “overvaluation”, “undervaluation” and “predicted value” terminology14:15 - How this model can be used for any tokenized platforms18:13 - Why do I only run the model with 12 blockchains?19:51 - How is this model different from the cash flow-based model?23:43 - Regarding undervalued tokens - Is it because of high inflation?24:51 - Do Solana’s transactions include voting transactions?25:26 - Regarding XRP result31:44 - What does higher platform-specific markup mean?33:40 - Regarding people having different opinions

2. Impact of token supply on price

34:47 - How was the analysis done?35:33 - Result of the analysis44:12 - Is token supply a good metric when losing private key cases are not included? 45:15 - Do NFTs have the same price mechanisms regarding the token supply versus price?46:15 - Is crypto over? Will policy change affect how assets are priced?49:38 - Does this model take into account veTokenomics?52:53 - Can we split it into subcategories?53:30 - How supply shrinkage affects price in the bull versus the bear market?

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