TLDR Crypto · QUICK LINKS
L1 VALUATIONS ARE ABOUT FLOWS AND NARRATIVES, NOT FORMULAS
Summary from the TLDR Crypto newsletter
Layer-1 valuations are driven less by intrinsic models and more by perception, momentum, and market positioning.
TLDR Crypto · QUICK LINKS
Layer-1 valuations are driven less by intrinsic models and more by perception, momentum, and market positioning.