The Crypto-TradFi Convergence | Inflection Point

About this episode

The episode discusses the convergence of crypto and traditional finance, focusing on valuation models and the challenges in pricing blockchain networks.

While The Breakdown is between seasons, we’re sharing a panel from Digital Assets Summit featuring the team behind Inflection Point. The conversation explores how investors should think about crypto valuations, what gives L1s value, and why there’s still no shared framework for pricing blockchain networks. – Follow Blockworks Research: https://x.com/blockworksres Follow Inflection Point: inflectionpoint.carrd.co Follow Matt: https://x.com/Matt_Hougan David: https://x.com/dlawant Michael: https://x.com/marcryptonio Marc: https://x.com/marcarjoon Follow David: https://x.com/dcanellis — Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ — Timestamps: (00:00) Introduction (04:46) Crypto Valuation Models Are Broken (10:01) Nexo Ad (10:42) Revenue Isn’t the Answer (16:23) One Asset Class or Many? (18:43) Nexo Ad and Blockworks IR Promo (20:23) Network Effects Need…

People in this episode

Host: Blockworks

Guests: Matt Hougan, David Lawant, Michael, Marc, David

Topics covered

• crypto valuations
• blockchain pricing
• investor strategies
• network effects
• digital assets

Keywords

• crypto
• valuation models
• blockchain
• investing
• digital assets
• network effects
• Nexo

Sponsors

Nexo

Mentioned in this episode

Organizations: Inflection Point

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