Social Token as Financial Assets (Blue Version)

2. New token distributions designs are boosting user loyalty In theory, when users become owners and are (literally) invested, they should become more highly engaged and retained. Today, the reality is mixed.

By using crypto rails, you can issue tokens to your community to align incentives and supercharge growth. I think the coolest thing you could do with a newsletter token is give token holders a percentage of future earnings in the form of on-chain dividends. As revenue accrues to an on-chain treasury for the newsletter, token holders can periodicall... See more

So far, this post has focused almost exclusively on tokens’ ability to capture value by generating income streams for their holders. They are productive capital assets. This may very well be sufficient to value most tokens in the long-run. Equity-like analysis will do the trick here. Think DCF and DDM.

However, valuing tokens based on cash flows rem... See more

Token supply: Protocol tokens vary in their token supply strategies. Bitcoin’s token supply is regulated in the protocol and limited to 21 million. The Ethereum network had a very different token supply embedded in their protocol, and changed the supply strategy when they transitioned from Proof-of-Work to Proof-of-Stake in 2022. Many of the tokens

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