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Le criptovalute sono valute.
Valutare le valute in base al flusso di cassa scontato e al REV non è la strada giusta. Invece, @_Jonahw presenta una nuova metrica per valutare BTC, ETH, TON, TRON, SOL, SUI e tutti gli asset L1.
RSOV
RSOV = Valore realizzato degli asset L1 Staked e in DeFi
Guarda l'episodio.
26 mag 2025
LIVE NOW - Why Analysts Are Valuing ETH All Wrong
How should we value L1 tokens in crypto?
Today’s guest, @_Jonahw of @skycatcher_xyz, introduces RSOV—“Realized Store of Value”—a new metric designed to fundamentally rethink how we evaluate Layer 1 assets like ETH, SOL, and BTC. In this episode, we explore why traditional models like DCF and REV fall short for monetary assets, how RSOV works, and why it may be a better way to understand crypto’s total addressable market. Tune in for a fresh perspective that could change how you analyze L1s forever.
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TIMESTAMPS
0:00 Intro
0:23 How to Value L1 Tokens
7:18 REV
20:32 L1 Tokens are Money
27:11 Payments vs SoV Use Case
36:13 TAM for Digital Money
41:45 BTC: Special Snowflake?
45:31 RSOV
1:03:17 REV vs RSOV
1:12:07 RSOV Valuations
1:18:27 RSOV Drivers
1:34:10 Future of RSOV
1:36:43 Skycatcher
1:38:55 Opportunities to Watch
1:40:46 Closing & Disclaimers
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