token

also referred to as: tokens

7 statements across 5 episodes · 4 bullish · 1 bearish · 5 people on the record · first statement Mar 15, 2021 by Seth Ginns · across every show →

Everything said about token, oldest first

Mar 15, 2021 bullish
Insight
Ginns: Crypto Investing Now Functions Like Equities With Trackable Fundamentals
“Going from really supply demand dynamics for individual tokens to an investment paradigm that looks Quite analogous to equities with fundamentals that you can track, you can run valuation metrics, and you can put price targets on various tokens and really use …”
Seth Ginns Mar 15, 2021 ▶ 16:24 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Jan 3, 2022 positive
Insight
Rosenthal: Crypto projects bootstrap resources by issuing tokens instead of cash
“Because in crypto, you can bootstrap resources. Like, you can incentivize players in your ecosystem to participate by rewarding them with the project itself, like tokens in the project itself. You don't need to go pay somebody to do something. And that applies…”
David Rosenthal Jan 3, 2022 ▶ 55:40 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
Jun 2, 2022 bearish
Opinion
Drogen: Liquid crypto token quality is worse than dot-com bubble equities
“Now, unlike the public equity markets back then, even through the tech bubble, where there was a lot of shenanigans and bad companies that went public, it's not even close to the number of terrible projects and things that are tokens today. Like the percentage…”
Leigh Drogen Jun 2, 2022 ▶ 37:53 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
Jun 2, 2022 neutral
Assertion Not checkable as stated
Drogen: Unlike equities, crypto tokens reach liquidity in 12 to 18 months
“Unlike equity markets where companies will stay private for five, six, seven, 10 years in crypto, like the token might be liquid a year or a year and a half after you invest in it.”
Leigh Drogen Jun 2, 2022 ▶ 36:54 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
Jun 20, 2022 positive
Insight
Forman: Tokens represent the fifth global asset class
“Tokens are really interesting because they're very much a new asset class. They're the fifth asset class in the world. Pre-tokens, there were equities, fixed income, currencies, and commodities, and really every asset could be put into one of those four catego…”
Ben Forman Jun 20, 2022 ▶ 55:09 Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
Jun 20, 2022 neutral
Assertion Supported
Forman: There is no limit on token rehypothecation in DeFi
“There's really no limit on the number of times a token can get rehypothecated in DeFi or on these digital networks.”
Ben Forman Jun 20, 2022 ▶ 29:05 Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
Jun 27, 2022 positive
Insight
Dixon: Web3 token ownership eliminates heavy customer acquisition spending
“In blockchain web three, there's been very, very few cases of people spending significant money on customer acquisition. One of the exciting things of web three is that the users, because they have tokens, because they have ownership, they become evangelists f…”
Chris Dixon Jun 27, 2022 ▶ 15:40 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
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