The Ledger
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Pfeffer refuses to buy Ethereum at current valuation due to token velocity.
“I think it's going to be very successful. I'm just not sure I would buy ETH at the current value because of that math.”
Heitzmann: Crypto games compounded risk by stacking tokens onto gameplay mechanics
“Axie famously worked until it stopped working. Some of that was tied to people's inherent tie-in with crypto. So they were compounding their bets by saying, hey, I'm going to have crypto, and therefore you have to get in with ETH, and then we're going to have …”
Forman: Ethereum Transaction Fee Burns Act Like Corporate Share Buybacks
“More and more people are contextualizing the valuation framework for Ethereum as a capital asset, and you can think about that burn almost like a company using its free cash flow to buy back stock. The units of ETH outstanding should decline as more and more s…”