Crypto Still Lacks A Valuation Framework

Crypto may be nearing a critical inflection point, but one foundational problem still lacks consensus: how do you actually value a blockchain network? We sit down live from the Digital Asset Summit in New York to unpack crypto valuations through institutional and market structure lenses. We explore cash flow vs. scarcity, network effects, revenue limitations, market share dynamics, and why a shared valuation framework may be the final hurdle for crypto maturity. Enjoy! TIMESTAMPS: 00:00 Intro 04:16 Crypto Valuation Models Are Broken 09:22 Revenue Isn’t the Answer 15:21 One Asset Class or Many? 17:40 Blockworks Investor Relations 18:28 Network Effects Need Revenue 24:13 Blockspace Isn’t A Commodity 29:31 Institutions Need Intellectual Permission FOLLOW THE SHOW › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant ›Michael – https://x.com/marcryptonio › Marc – https://x.com/marcarjoon › Inflection Point – https://x.com/BWInflection › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.